AC
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Avestar Capital’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Avestar Capital’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
Q2 		– Sell
-409
Closed -$19.6K – 996
2018
Q1 		$19K Hold
409
– – 0.01% 345
2017
Q4 		$20K Buy
+409
New +$20K 0.01% 347

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 $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avestar Capital's TFI Position: Q2 2018 in Review

Avestar Capital sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2018, closing a stake of 409 shares — an estimated $19.6K sold.

Avestar Capital first reported a position in TFI in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 214 funds tracked by Wall St. Rank hold TFI as of Q2 2018.

  • Avestar Capital reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Avestar Capital sold 409 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2018, an estimated $19.6K.
  • Avestar Capital first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 2 quarters.
  • Avestar Capital's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $20K in Q4 2017.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2018.

Based on Avestar Capital's 13F filing for Q2 2018, filed 10 Aug 2018.