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Antonetti Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Antonetti Capital Management’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
2014
Q3 		$44K Hold
915
– – 0.08% 54
2014
Q2 		$43K Sell
915
-500
-35% -$23.5K 0.03% 114
2014
Q1 		$66K Hold
1,415
– – 0.06% 99
2013
Q4 		$64K Hold
1,415
– – 0.06% 108
2013
Q3 		$65K Hold
1,415
– – 0.07% 136
2013
Q2 		$65K Buy
+1,415
New +$67.5K 0.07% 141

Other funds holding TFI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Antonetti Capital Management's TFI Position: Q3 2014 in Review

Antonetti Capital Management held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q3 2014 at 915 shares worth $44K. The position accounts for 0.08% of the portfolio, ranked #54.

Antonetti Capital Management first reported a position in TFI in Q2 2013 and has held it in 6 quarters since. The position peaked at $66K in Q1 2014. 121 funds tracked by Wall St. Rank hold TFI as of Q3 2014.

  • Antonetti Capital Management held 915 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $44K as of Q3 2014.
  • Antonetti Capital Management left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q3 2014.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.08% of Antonetti Capital Management's portfolio in Q3 2014, its #54 holding.
  • Antonetti Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • Antonetti Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $66K in Q1 2014.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2014.

Based on Antonetti Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.