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Bay Colony Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bay Colony 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
Q3 		– Sell
-797
Closed -$38K – 821
2018
Q2 		$38K Buy
+797
New +$38.1K 0.03% 413

Other funds holding TFI

Financial Engines Advisors
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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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $374B AUM 17.66% 1-Year Est. Return

Bay Colony Advisors's TFI Position: Q3 2018 in Review

Bay Colony Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2018, closing a stake of 797 shares — an estimated $38K sold.

Bay Colony Advisors first reported a position in TFI in Q2 2018 and held it in 1 quarter. The position peaked at $38K in Q2 2018. 215 funds tracked by Wall St. Rank hold TFI as of Q3 2018.

  • Bay Colony Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 797 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2018, an estimated $38K.
  • Bay Colony Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $38K in Q2 2018.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.