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

Clearwater Capital 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
2018 Q2	–	Sell	-2,497	Closed	-$120K	–	514
2018 Q1	$120K	Buy	+2,497	New	+$120K	0.02%	219
2016 Q4	–	Sell	-4,633	Closed	-$231K	–	149
2016 Q3	$231K	Hold	4,633	–	–	0.08%	128
2016 Q2	$235K	Buy	+4,633	New	+$231K	0.09%	117

Other funds holding TFI

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Clearwater Capital Advisors's TFI Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2018, closing a stake of 2,497 shares — an estimated $120K sold.

Clearwater Capital Advisors first reported a position in TFI in Q2 2016 and held it in 3 quarters. The position peaked at $235K in Q2 2016. 214 funds tracked by Wall St. Rank hold TFI as of Q2 2018.

Clearwater Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 2,497 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2018, an estimated $120K.
Clearwater Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2016 and held it in 3 quarters.
Clearwater Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $235K in Q2 2016.
214 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.