Contravisory Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Contravisory Investment 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
2020 Q1	–	Sell	-40	Closed	-$2K	–	320
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	268
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	270
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	265
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	294
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	276
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	271
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	317
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	320
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	335
2017 Q3	$2K	Buy	+40	New	+$1.96K	﹤0.01%	372
2017 Q2	–	Sell	-40	Closed	-$2K	–	253
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	265
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	261
2016 Q3	$2K	Buy	+40	New	+$2.01K	﹤0.01%	258

Other funds holding TFI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Contravisory Investment Management's TFI Position: Q1 2020 in Review

Contravisory Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

Contravisory Investment Management first reported a position in TFI in Q3 2016 and held it in 13 quarters. The position peaked at $2K in Q4 2019. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

Contravisory Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Contravisory Investment Management sold 40 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $2K.
Contravisory Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2016 and held it in 13 quarters.
Contravisory Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2K in Q4 2019.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Contravisory Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.