WP
SHM icon

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

WMS Partners’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
Q4 		– Sell
-17,505
Closed -$848K – 236
2013
Q3 		$848K Hold
17,505
– – 0.16% 83
2013
Q2 		$837K Buy
+17,505
New +$849K 0.15% 86

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SIA
Spruce Investment Advisors Stamford, Connecticut $48.5M AUM 19.92% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMS Partners's SHM Position: Q4 2013 in Review

WMS Partners sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2013, closing a stake of 17,505 shares — an estimated $848K sold.

WMS Partners first reported a position in SHM in Q2 2013 and held it in 2 quarters. The position peaked at $848K in Q3 2013. 158 funds tracked by Wall St. Rank hold SHM as of Q4 2013.

  • WMS Partners reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2013 after selling out during the quarter.
  • WMS Partners sold 17,505 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2013, an estimated $848K.
  • WMS Partners first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2013 and held it in 2 quarters.
  • WMS Partners's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $848K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2013.

Based on WMS Partners's 13F filing for Q4 2013, filed 23 Jan 2014.