Carroll Financial Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Carroll Financial Associates’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
2020 Q1	–	Sell	-30	Closed	-$1K	–	1665
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1476
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1454
2019 Q2	$1K	Buy	+30	New	+$1.49K	﹤0.01%	1514
2017 Q1	–	Sell	-133	Closed	-$6K	–	1238
2016 Q4	$6K	Hold	133	–	–	﹤0.01%	915
2016 Q3	$6K	Hold	133	–	–	﹤0.01%	920
2016 Q2	$6K	Hold	133	–	–	﹤0.01%	909
2016 Q1	$6K	Sell	133 -1	-0.7%	-$49	﹤0.01%	875
2015 Q4	$6K	Hold	134	–	–	﹤0.01%	836
2015 Q3	$6K	Hold	134	–	–	﹤0.01%	821
2015 Q2	$6K	Buy	+134	New	+$6.39K	﹤0.01%	827

Other funds holding TFI

CSIA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Carroll Financial Associates's TFI Position: Q1 2020 in Review

Carroll Financial Associates sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2020, closing a stake of 30 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in TFI in Q2 2015 and held it in 10 quarters. The position peaked at $6K in Q4 2016. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

Carroll Financial Associates reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Carroll Financial Associates sold 30 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $1K.
Carroll Financial Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2015 and held it in 10 quarters.
Carroll Financial Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $6K in Q4 2016.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.