Cedar Hill Associates’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cedar Hill 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
2018 Q4	$1.27M	Sell	26,365 -17,355	-40%	-$821K	0.49%	55
2018 Q3	$2.08M	Sell	43,720 -1,630	-4%	-$78.1K	0.47%	55
2018 Q2	$2.18M	Sell	45,350 -46,647	-51%	-$2.23M	0.45%	54
2018 Q1	$4.42M	Sell	91,997 -6,043	-6%	-$291K	0.88%	50
2017 Q4	$4.8M	Buy	98,040 +28,470	+41%	+$1.39M	0.84%	50
2017 Q3	$3.4M	Buy	69,570 +19,825	+40%	+$973K	0.59%	53
2017 Q2	$2.42M	Sell	49,745 -3,320	-6%	-$161K	0.5%	50
2017 Q1	$2.54M	Sell	53,065 -12,285	-19%	-$585K	0.53%	48
2016 Q4	$3.1M	Sell	65,350 -1,900	-3%	-$92K	0.52%	46
2016 Q3	$3.37M	Buy	67,250 +16,750	+33%	+$843K	0.55%	47
2016 Q2	$2.56M	Buy	50,500 +11,510	+30%	+$574K	0.44%	51
2016 Q1	$1.92M	Buy	38,990 +11,350	+41%	+$559K	0.33%	51
2015 Q4	$1.35M	Sell	27,640 -767	-3%	-$37.1K	0.24%	53
2015 Q3	$1.37M	Sell	28,407 -1,750	-6%	-$83.6K	0.24%	54
2015 Q2	$1.43M	Sell	30,157 -925	-3%	-$44.1K	0.23%	58
2015 Q1	$1.51M	Buy	31,082 +6,875	+28%	+$333K	0.24%	58
2014 Q4	$1.17M	Sell	24,207 -14,025	-37%	-$675K	0.18%	63
2014 Q3	$1.83M	Sell	38,232 -4,250	-10%	-$202K	0.3%	61
2014 Q2	$2.01M	Sell	42,482 -11,525	-21%	-$543K	0.32%	57
2014 Q1	$2.51M	Sell	54,007 -3,316	-6%	-$153K	0.42%	57
2013 Q4	$2.58M	Sell	57,323 -9,300	-14%	-$424K	0.46%	54
2013 Q3	$3.04M	Sell	66,623 -13,058	-16%	-$586K	0.58%	52
2013 Q2	$3.64M	Buy	+79,681	New	+$3.8M	0.71%	54

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Cedar Hill Associates's TFI Position: Q4 2018 in Review

Cedar Hill Associates reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 40% in Q4 2018, selling an estimated $821K and leaving 26,365 shares worth $1.27M. The position accounts for 0.49% of the portfolio, ranked #55.

Cedar Hill Associates first reported a position in TFI in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.8M in Q4 2017. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

Cedar Hill Associates held 26,365 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.27M as of Q4 2018.
Cedar Hill Associates sold 17,355 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $821K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.49% of Cedar Hill Associates's portfolio in Q4 2018, its #55 holding.
Cedar Hill Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 23 quarters since.
Cedar Hill Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.8M in Q4 2017.
242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.