Credit Suisse’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Credit Suisse’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
2019 Q3	–	Sell	-14,000	Closed	-$702K	–	4249
2019 Q2	$702K	Buy	+14,000	New	+$695K	﹤0.01%	3189
2017 Q3	–	Sell	-229,066	Closed	-$11.2M	–	4257
2017 Q2	$11.2M	Buy	+229,066	New	+$11.1M	0.01%	1144
2016 Q1	–	Sell	-10,317	Closed	-$503K	–	4280
2015 Q4	$503K	Sell	10,317 -6,154	-37%	-$297K	﹤0.01%	3375
2015 Q3	$794K	Sell	16,471 -4,417	-21%	-$211K	﹤0.01%	3029
2015 Q2	$991K	Buy	20,888 +9,225	+79%	+$440K	﹤0.01%	3197
2015 Q1	$565K	Buy	11,663 +4,969	+74%	+$241K	﹤0.01%	3468
2014 Q4	$323K	Buy	+6,694	New	+$322K	﹤0.01%	4006
2014 Q2	–	Sell	-6,375	Closed	-$296K	–	4799
2014 Q1	$296K	Buy	+6,375	New	+$294K	﹤0.01%	4118
2013 Q3	–	Sell	-4,375	Closed	-$200K	–	4361
2013 Q2	$200K	Buy	+4,375	New	+$209K	﹤0.01%	3858

Other funds holding TFI

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

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

CSIA

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse's TFI Position: Q3 2019 in Review

Credit Suisse sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2019, closing a stake of 14,000 shares — an estimated $702K sold.

Credit Suisse first reported a position in TFI in Q2 2013 and held it in 9 quarters. The position peaked at $11.2M in Q2 2017. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

Credit Suisse reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Credit Suisse sold 14,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $702K.
Credit Suisse first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 9 quarters.
Credit Suisse's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $11.2M in Q2 2017.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on Credit Suisse's 13F filing for Q3 2019, filed 12 Nov 2019.