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Allegis Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Allegis Investment Advisors’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
2018
Q1 		– Sell
-4,446
Closed -$218K – 234
2017
Q4 		$218K Sell
4,446
-9,489
-68% -$464K 0.06% 211
2017
Q3 		$682K Buy
13,935
+9,233
+196% +$453K 0.16% 125
2017
Q2 		$229K Buy
+4,702
New +$228K 0.06% 235

Other funds holding TFI

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's TFI Position: Q1 2018 in Review

Allegis Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2018, closing a stake of 4,446 shares — an estimated $218K sold.

Allegis Investment Advisors first reported a position in TFI in Q2 2017 and held it in 3 quarters. The position peaked at $682K in Q3 2017. 216 funds tracked by Wall St. Rank hold TFI as of Q1 2018.

  • Allegis Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Allegis Investment Advisors sold 4,446 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2018, an estimated $218K.
  • Allegis Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 3 quarters.
  • Allegis Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $682K in Q3 2017.
  • 216 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.