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Cresset Asset Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Cresset Asset 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
2019
Q2 		– Sell
-1,767
Closed -$87K – 1567
2019
Q1 		$87K Hold
1,767
– – ﹤0.01% 601
2018
Q4 		$85K Buy
+1,767
New +$83.6K 0.01% 363

Other funds holding TFI

Financial Engines Advisors
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's TFI Position: Q2 2019 in Review

Cresset Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2019, closing a stake of 1,767 shares — an estimated $87K sold.

Cresset Asset Management first reported a position in TFI in Q4 2018 and held it in 2 quarters. The position peaked at $87K in Q1 2019. 235 funds tracked by Wall St. Rank hold TFI as of Q2 2019.

  • Cresset Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 1,767 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2019, an estimated $87K.
  • Cresset Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $87K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.