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

Zeke Capital 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
2018 Q1	–	Sell	-67,090	Closed	-$3.21M	–	686
2017 Q4	$3.21M	Sell	67,090 -16,725	-20%	-$808K	0.34%	50
2017 Q3	$4.07M	Sell	83,815 -125	-0.1%	-$6.1K	0.56%	31
2017 Q2	$4.07M	Sell	83,940 -19,940	-19%	-$969K	0.79%	16
2017 Q1	$5.03M	Hold	103,880	–	–	1.03%	14
2016 Q4	$4.98M	Buy	+103,880	New	+$5.02M	1.35%	12

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Zeke Capital Advisors's SHM Position: Q1 2018 in Review

Zeke Capital Advisors sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2018, closing a stake of 67,090 shares — an estimated $3.21M sold.

Zeke Capital Advisors first reported a position in SHM in Q4 2016 and held it in 5 quarters. The position peaked at $5.03M in Q1 2017. 330 funds tracked by Wall St. Rank hold SHM as of Q1 2018.

Zeke Capital Advisors reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
Zeke Capital Advisors sold 67,090 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2018, an estimated $3.21M.
Zeke Capital Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2016 and held it in 5 quarters.
Zeke Capital Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $5.03M in Q1 2017.
330 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2018.

Based on Zeke Capital Advisors's 13F filing for Q1 2018, filed 3 May 2018.