CA
TFI icon

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

CapWealth 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
2016
Q3 		– Sell
-125
Closed -$6K – 324
2016
Q2 		$6K Buy
+125
New +$6.23K ﹤0.01% 236

Other funds holding TFI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CapWealth Advisors's TFI Position: Q3 2016 in Review

CapWealth Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2016, closing a stake of 125 shares — an estimated $6K sold.

CapWealth Advisors first reported a position in TFI in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 157 funds tracked by Wall St. Rank hold TFI as of Q3 2016.

  • CapWealth Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2016 after selling out during the quarter.
  • CapWealth Advisors sold 125 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2016, an estimated $6K.
  • CapWealth Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2016 and held it in 1 quarter.
  • CapWealth Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6K in Q2 2016.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2016.

Based on CapWealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.