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WFG Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

WFG Advisors’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 		$114K Buy
2,356
+166
+8% +$8.07K 0.03% 502
2017
Q1 		$106K Buy
2,190
+996
+83% +$48.1K 0.03% 467
2016
Q4 		$57K Buy
1,194
+501
+72% +$24.2K 0.01% 688
2016
Q3 		$34K Buy
693
+168
+32% +$8.24K 0.01% 799
2016
Q2 		$26K Buy
525
+101
+24% +$4.94K 0.01% 856
2016
Q1 		$21K Hold
424
– – 0.01% 881
2015
Q4 		$21K Buy
424
+1
+0.2% +$49 0.01% 888
2015
Q3 		$21K Sell
423
-195
-32% -$9.48K 0.01% 873
2015
Q2 		$30K Sell
618
-28
-4% -$1.36K 0.01% 871
2015
Q1 		$31K Sell
646
-31
-5% -$1.51K 0.01% 862
2014
Q4 		$33K Buy
677
+258
+62% +$12.6K 0.01% 1051
2014
Q3 		$20K Sell
419
-199
-32% -$9.7K ﹤0.01% 1282
2014
Q2 		$30K Buy
618
+1
+0.2% +$49 0.01% 1118
2014
Q1 		$30K Buy
617
+161
+35% +$7.84K 0.01% 1099
2013
Q4 		$22K Buy
+456
New +$22.1K ﹤0.01% 1318

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

WFG Advisors's SHM Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 7.6% in Q2 2017, buying an estimated $8.07K and bringing the position to 2,356 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #502.

WFG Advisors first reported a position in SHM in Q4 2013 and has held it in 15 quarters since. 269 funds tracked by Wall St. Rank hold SHM as of Q2 2017.

  • WFG Advisors held 2,356 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $114K as of Q2 2017.
  • WFG Advisors bought 166 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2017, an estimated $8.07K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #502 holding.
  • WFG Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2013 and has held it in 15 quarters since.
  • 269 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.