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

Cobblestone 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
Q4 		– Sell
-6,040
Closed -$287K – 247
2018
Q3 		$287K Hold
6,040
– – 0.03% 206
2018
Q2 		$290K Buy
+6,040
New +$289K 0.03% 201

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Wealthfront Advisers
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Financial Engines Advisors
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Fisher Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cobblestone Capital Advisors's TFI Position: Q4 2018 in Review

Cobblestone Capital Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2018, closing a stake of 6,040 shares — an estimated $287K sold.

Cobblestone Capital Advisors first reported a position in TFI in Q2 2018 and held it in 2 quarters. The position peaked at $290K in Q2 2018. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

  • Cobblestone Capital Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 6,040 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $287K.
  • Cobblestone Capital Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2018 and held it in 2 quarters.
  • Cobblestone Capital Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $290K in Q2 2018.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on Cobblestone Capital Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.