CXI Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

CXI Advisors’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 Q4	$40K	Buy	+792	New	+$40.1K	0.09%	32

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

CXI Advisors's TFI Position: Q4 2019 in Review

CXI Advisors opened a new position in State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2019: 792 shares worth $40K. The stake represents 0.09% of the portfolio and ranks #32 among its holdings.

264 funds tracked by Wall St. Rank hold TFI as of Q4 2019.

CXI Advisors held 792 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $40K as of Q4 2019.
State Street SPDR Nuveen ICE Municipal Bond ETF was a new CXI Advisors position in Q4 2019.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.09% of CXI Advisors's portfolio in Q4 2019, its #32 holding.
264 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.