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Westwood Holdings Group’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Westwood Holdings Group’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,403
Closed -$68K – 524
2017
Q1 		$68K Hold
1,403
– – ﹤0.01% 389
2016
Q4 		$67K Sell
1,403
-293
-17% -$14.2K ﹤0.01% 436
2016
Q3 		$83K Buy
+1,696
New +$83.2K ﹤0.01% 438

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westwood Holdings Group's SHM Position: Q2 2017 in Review

Westwood Holdings Group sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2017, closing a stake of 1,403 shares — an estimated $68K sold.

Westwood Holdings Group first reported a position in SHM in Q3 2016 and held it in 3 quarters. The position peaked at $83K in Q3 2016. 269 funds tracked by Wall St. Rank hold SHM as of Q2 2017.

  • Westwood Holdings Group reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 1,403 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2017, an estimated $68K.
  • Westwood Holdings Group first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2016 and held it in 3 quarters.
  • Westwood Holdings Group's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $83K in Q3 2016.
  • 269 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2017.

Based on Westwood Holdings Group's 13F filing for Q2 2017, filed 15 Aug 2017.