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Colorado Capital Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Colorado Capital Management’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
Q3 		– Sell
-4,492
Closed -$215K – 94
2018
Q2 		$215K Hold
4,492
– – 0.15% 88
2018
Q1 		$216K Buy
+4,492
New +$216K 0.14% 82

Other funds holding TFI

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W
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Colorado Capital Management's TFI Position: Q3 2018 in Review

Colorado Capital Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2018, closing a stake of 4,492 shares — an estimated $215K sold.

Colorado Capital Management first reported a position in TFI in Q1 2018 and held it in 2 quarters. The position peaked at $216K in Q1 2018. 215 funds tracked by Wall St. Rank hold TFI as of Q3 2018.

  • Colorado Capital Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Colorado Capital Management sold 4,492 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2018, an estimated $215K.
  • Colorado Capital Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and held it in 2 quarters.
  • Colorado Capital Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $216K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2018.

Based on Colorado Capital Management's 13F filing for Q3 2018, filed 22 Oct 2018.