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Windsor Capital Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Windsor Capital Management’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
Q4 		– Sell
-7,414
Closed -$359K – 117
2017
Q3 		$359K Hold
7,414
– – 0.18% 91
2017
Q2 		$359K Sell
7,414
-612
-8% -$29.8K 0.18% 93
2017
Q1 		$388K Sell
8,026
-191
-2% -$9.22K 0.2% 88
2016
Q4 		$393K Sell
8,217
-3,967
-33% -$192K 0.21% 88
2016
Q3 		$595K Buy
12,184
+1,893
+18% +$92.9K 0.33% 65
2016
Q2 		$505K Buy
10,291
+829
+9% +$40.6K 0.29% 74
2016
Q1 		$461K Buy
9,462
+2,939
+45% +$144K 0.29% 77
2015
Q4 		$317K Buy
6,523
+1,047
+19% +$51K 0.2% 88
2015
Q3 		$266K Sell
5,476
-770
-12% -$37.4K 0.16% 94
2015
Q2 		$303K Buy
6,246
+76
+1% +$3.68K 0.18% 93
2015
Q1 		$300K Sell
6,170
-170
-3% -$8.28K 0.17% 88
2014
Q4 		$308K Sell
6,340
-799
-11% -$38.9K 0.17% 80
2014
Q3 		$348K Sell
7,139
-521
-7% -$25.4K 0.2% 67
2014
Q2 		$373K Buy
7,660
+1,058
+16% +$51.4K 0.21% 64
2014
Q1 		$320K Sell
6,602
-496
-7% -$24.1K 0.19% 71
2013
Q4 		$345K Sell
7,098
-1,542
-18% -$74.8K 0.2% 61
2013
Q3 		$418K Sell
8,640
-876
-9% -$42.2K 0.24% 55
2013
Q2 		$455K Buy
+9,516
New +$462K 0.27% 53

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Windsor Capital Management's SHM Position: Q4 2017 in Review

Windsor Capital Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2017, closing a stake of 7,414 shares — an estimated $359K sold.

Windsor Capital Management first reported a position in SHM in Q2 2013 and held it in 18 quarters. The position peaked at $595K in Q3 2016. 321 funds tracked by Wall St. Rank hold SHM as of Q4 2017.

  • Windsor Capital Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Windsor Capital Management sold 7,414 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2017, an estimated $359K.
  • Windsor Capital Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 18 quarters.
  • Windsor Capital Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $595K in Q3 2016.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2017.

Based on Windsor Capital Management's 13F filing for Q4 2017, filed 24 Jan 2018.