BHWM
TFI icon

Bay Harbor Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bay Harbor Wealth 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
2019
Q4 		– Sell
-1,859
Closed -$94K – 385
2019
Q3 		$94K Buy
+1,859
New +$94.3K 0.06% 119

Other funds holding TFI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bay Harbor Wealth Management's TFI Position: Q4 2019 in Review

Bay Harbor Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2019, closing a stake of 1,859 shares — an estimated $94K sold.

Bay Harbor Wealth Management first reported a position in TFI in Q3 2019 and held it in 1 quarter. The position peaked at $94K in Q3 2019. 264 funds tracked by Wall St. Rank hold TFI as of Q4 2019.

  • Bay Harbor Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1,859 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2019, an estimated $94K.
  • Bay Harbor Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 1 quarter.
  • Bay Harbor Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $94K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.