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Whitnell & Co’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-2,043
Closed -$98K – 359
2013
Q2 		$98K Buy
+2,043
New +$99.1K 0.05% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Whitnell & Co's SHM Position: Q3 2013 in Review

Whitnell & Co sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2013, closing a stake of 2,043 shares — an estimated $98K sold.

Whitnell & Co first reported a position in SHM in Q2 2013 and held it in 1 quarter. The position peaked at $98K in Q2 2013. 140 funds tracked by Wall St. Rank hold SHM as of Q3 2013.

  • Whitnell & Co reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 2,043 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2013, an estimated $98K.
  • Whitnell & Co first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $98K in Q2 2013.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.