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

Crestone 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
2017
Q2 		– Sell
-11,368
Closed -$545K – 49
2017
Q1 		$545K Buy
11,368
+525
+5% +$25K 0.25% 26
2016
Q4 		$514K Buy
+10,843
New +$525K 0.26% 24

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Betterment LLC
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Crestone Asset Management's TFI Position: Q2 2017 in Review

Crestone Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2017, closing a stake of 11,368 shares — an estimated $545K sold.

Crestone Asset Management first reported a position in TFI in Q4 2016 and held it in 2 quarters. The position peaked at $545K in Q1 2017. 180 funds tracked by Wall St. Rank hold TFI as of Q2 2017.

  • Crestone Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Crestone Asset Management sold 11,368 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2017, an estimated $545K.
  • Crestone Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 2 quarters.
  • Crestone Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $545K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2017.

Based on Crestone Asset Management's 13F filing for Q2 2017, filed 12 Mar 2021.