Commonwealth Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Commonwealth Financial Services’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
2016 Q4	–	Sell	-3,551	Closed	-$178K	–	263
2016 Q3	$178K	Hold	3,551	–	–	0.17%	57
2016 Q2	$180K	Hold	3,551	–	–	0.21%	51
2016 Q1	$175K	Hold	3,551	–	–	0.26%	42
2015 Q4	$173K	Hold	3,551	–	–	0.59%	43
2015 Q3	$171K	Hold	3,551	–	–	0.2%	47
2015 Q2	$168K	Hold	3,551	–	–	0.18%	47
2015 Q1	$172K	Hold	3,551	–	–	0.15%	54
2014 Q4	$172K	Buy	+3,551	New	+$171K	0.15%	51

Other funds holding TFI

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

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Commonwealth Financial Services's TFI Position: Q4 2016 in Review

Commonwealth Financial Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 3,551 shares — an estimated $178K sold.

Commonwealth Financial Services first reported a position in TFI in Q4 2014 and held it in 8 quarters. The position peaked at $180K in Q2 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

Commonwealth Financial Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
Commonwealth Financial Services sold 3,551 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $178K.
Commonwealth Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2014 and held it in 8 quarters.
Commonwealth Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $180K in Q2 2016.
176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on Commonwealth Financial Services's 13F filing for Q4 2016, filed 13 Feb 2017.