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Access Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Access Financial Services’s Portfolio TFI Stock Details TFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-58,795
Closed -$2.79M – 69
2016
Q4 		$2.79M Buy
+58,795
New +$2.85M 2.54% 4

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Access Financial Services's TFI Position: Q1 2017 in Review

Access Financial Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2017, closing a stake of 58,795 shares — an estimated $2.79M sold.

Access Financial Services first reported a position in TFI in Q4 2016 and held it in 1 quarter. The position peaked at $2.79M in Q4 2016. 163 funds tracked by Wall St. Rank hold TFI as of Q1 2017.

  • Access Financial Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Access Financial Services sold 58,795 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2017, an estimated $2.79M.
  • Access Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 1 quarter.
  • Access Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.79M in Q4 2016.
  • 163 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2017.

Based on Access Financial Services's 13F filing for Q1 2017, filed 27 Apr 2017.