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BB&T Securities’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

BB&T Securities’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
Q3 		$982K Buy
19,388
+11
+0.1% +$558 0.01% 805
2019
Q2 		$971K Buy
19,377
+628
+3% +$31.2K 0.01% 823
2019
Q1 		$923K Buy
18,749
+1,977
+12% +$96K 0.01% 831
2018
Q4 		$807K Sell
16,772
-9,473
-36% -$448K 0.01% 806
2018
Q3 		$1.25M Buy
26,245
+2,453
+10% +$117K 0.01% 744
2018
Q2 		$1.14M Sell
23,792
-184
-0.8% -$8.8K 0.01% 766
2018
Q1 		$1.15M Sell
23,976
-52,179
-69% -$2.51M 0.01% 733
2017
Q4 		$3.73M Buy
76,155
+1,288
+2% +$63K 0.05% 396
2017
Q3 		$3.66M Buy
74,867
+1,844
+3% +$90.5K 0.05% 393
2017
Q2 		$3.56M Buy
73,023
+4,679
+7% +$227K 0.05% 385
2017
Q1 		$3.27M Sell
68,344
-67,800
-50% -$3.23M 0.04% 371
2016
Q4 		$6.82M Hold
136,144
– – 0.1% 234
2016
Q3 		$6.82M Buy
136,144
+5,802
+4% +$292K 0.1% 230
2016
Q2 		$6.59M Sell
130,342
-3,771
-3% -$188K 0.1% 220
2016
Q1 		$6.62M Buy
134,113
+68,168
+103% +$3.35M 0.11% 202
2015
Q4 		$3.21M Buy
65,945
+44
+0.1% +$2.13K 0.07% 259
2015
Q3 		$3.18M Buy
65,901
+12,195
+23% +$582K 0.07% 251
2015
Q2 		$2.55M Sell
53,706
-11,150
-17% -$532K 0.05% 297
2015
Q1 		$31.4M Sell
64,856
-24,535
-27% -$1.19M 0.07% 246
2014
Q4 		$43.2M Sell
89,391
-32,372
-27% -$1.56M 0.1% 181
2014
Q3 		$58.4M Buy
121,763
+5,970
+5% +$284K 0.14% 142
2014
Q2 		$54.8M Buy
115,793
+56,251
+94% +$2.65M 0.13% 143
2014
Q1 		$27.7M Buy
59,542
+46,213
+347% +$2.13M 0.07% 216
2013
Q4 		$6.01M Buy
13,329
+112
+0.8% +$5.11K 0.02% 507
2013
Q3 		$6.04M Sell
13,217
-894
-6% -$40.1K 0.02% 481
2013
Q2 		$6.45K Buy
+14,111
New +$673K 0.02% 434

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

BB&T Securities's TFI Position: Q3 2019 in Review

BB&T Securities increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 0.06% in Q3 2019, buying an estimated $558 and bringing the position to 19,388 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #805.

BB&T Securities first reported a position in TFI in Q2 2013 and has held it in 26 quarters since. The position peaked at $58.4M in Q3 2014. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

  • BB&T Securities held 19,388 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $982K as of Q3 2019.
  • BB&T Securities bought 11 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $558.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #805 holding.
  • BB&T Securities first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $58.4M in Q3 2014.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.