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Accurate Investment Solutions’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Accurate Investment Solutions’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
2016
Q1 		– Sell
-8,601
Closed -$419K – 417
2015
Q4 		$419K Buy
+8,601
New +$416K 0.38% 37

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W
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Accurate Investment Solutions's TFI Position: Q1 2016 in Review

Accurate Investment Solutions sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2016, closing a stake of 8,601 shares — an estimated $419K sold.

Accurate Investment Solutions first reported a position in TFI in Q4 2015 and held it in 1 quarter. The position peaked at $419K in Q4 2015. 140 funds tracked by Wall St. Rank hold TFI as of Q1 2016.

  • Accurate Investment Solutions reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Accurate Investment Solutions sold 8,601 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2016, an estimated $419K.
  • Accurate Investment Solutions first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2015 and held it in 1 quarter.
  • Accurate Investment Solutions's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $419K in Q4 2015.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2016.

Based on Accurate Investment Solutions's 13F filing for Q1 2016, filed 14 Apr 2016.