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

Community Financial Services Group’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
2015
Q1 		– Sell
-1,605
Closed -$78K – 354
2014
Q4 		$78K Buy
+1,605
New +$77.3K 0.04% 110

Other funds holding TFI

Fisher Asset Management
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Community Financial Services Group's TFI Position: Q1 2015 in Review

Community Financial Services Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2015, closing a stake of 1,605 shares — an estimated $78K sold.

Community Financial Services Group first reported a position in TFI in Q4 2014 and held it in 1 quarter. The position peaked at $78K in Q4 2014. 140 funds tracked by Wall St. Rank hold TFI as of Q1 2015.

  • Community Financial Services Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Community Financial Services Group sold 1,605 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2015, an estimated $78K.
  • Community Financial Services Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2014 and held it in 1 quarter.
  • Community Financial Services Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $78K in Q4 2014.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2015.

Based on Community Financial Services Group's 13F filing for Q1 2015, filed 1 May 2015.