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Winslow Evans & Crocker’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$228K Hold
4,575
– – 0.04% 314
2020
Q3 		$228K Hold
4,575
– – 0.06% 254
2020
Q2 		$228K Sell
4,575
-1
-0% -$49 0.06% 253
2020
Q1 		$224K Buy
+4,576
New +$224K 0.07% 225

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Winslow Evans & Crocker's SHM Position: Q4 2020 in Review

Winslow Evans & Crocker held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q4 2020 at 4,575 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #314.

Winslow Evans & Crocker first reported a position in SHM in Q1 2020 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold SHM as of Q4 2020.

  • Winslow Evans & Crocker held 4,575 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $228K as of Q4 2020.
  • Winslow Evans & Crocker left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q4 2020.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #314 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.