Banque Pictet & Cie’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Banque Pictet & Cie’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
2019 Q2	–	Sell	-8,250	Closed	-$407K	–	339
2019 Q1	$407K	Hold	8,250	–	–	0.01%	274
2018 Q4	$397K	Buy	8,250 +2,000	+32%	+$94.6K	0.01%	286
2018 Q3	$297K	Hold	6,250	–	–	0.01%	327
2018 Q2	$300K	Hold	6,250	–	–	0.01%	315
2018 Q1	$300K	Hold	6,250	–	–	0.01%	325
2017 Q4	$306K	Hold	6,250	–	–	0.01%	315
2017 Q3	$306K	Hold	6,250	–	–	0.01%	328
2017 Q2	$304K	Hold	6,250	–	–	0.01%	332
2017 Q1	$300K	Hold	6,250	–	–	0.01%	308
2016 Q4	$297K	Hold	6,250	–	–	0.01%	301
2016 Q3	$313K	Hold	6,250	–	–	0.01%	290
2016 Q2	$316K	Hold	6,250	–	–	0.01%	288
2016 Q1	$308K	Hold	6,250	–	–	0.01%	274
2015 Q4	$305K	Hold	6,250	–	–	0.01%	273
2015 Q3	$301K	Buy	+6,250	New	+$298K	0.01%	298

Other funds holding TFI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Banque Pictet & Cie's TFI Position: Q2 2019 in Review

Banque Pictet & Cie sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2019, closing a stake of 8,250 shares — an estimated $407K sold.

Banque Pictet & Cie first reported a position in TFI in Q3 2015 and held it in 15 quarters. The position peaked at $407K in Q1 2019. 235 funds tracked by Wall St. Rank hold TFI as of Q2 2019.

Banque Pictet & Cie reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Banque Pictet & Cie sold 8,250 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2019, an estimated $407K.
Banque Pictet & Cie first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2015 and held it in 15 quarters.
Banque Pictet & Cie's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $407K in Q1 2019.
235 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2019.

Based on Banque Pictet & Cie's 13F filing for Q2 2019, filed 7 Aug 2019.