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

Choate Investment 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
2021
Q3 		– Sell
-394
Closed -$21K – 339
2021
Q2 		$21K Buy
+394
New +$20.5K ﹤0.01% 310

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Choate Investment Advisors's TFI Position: Q3 2021 in Review

Choate Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2021, closing a stake of 394 shares — an estimated $21K sold.

Choate Investment Advisors first reported a position in TFI in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 325 funds tracked by Wall St. Rank hold TFI as of Q3 2021.

  • Choate Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 394 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2021, an estimated $21K.
  • Choate Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $21K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.