Doyle Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Doyle Wealth 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 Q3	–	Sell	-1,365	Closed	-$68K	–	706
2019 Q2	$68K	Buy	+1,365	New	+$67.8K	0.01%	311
2019 Q1	–	Sell	-1,353	Closed	-$65K	–	694
2018 Q4	$65K	Buy	+1,353	New	+$64K	0.01%	312

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

Doyle Wealth Management's TFI Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2019, closing a stake of 1,365 shares — an estimated $68K sold.

Doyle Wealth Management first reported a position in TFI in Q4 2018 and held it in 2 quarters. The position peaked at $68K in Q2 2019. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

Doyle Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,365 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $68K.
Doyle Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $68K in Q2 2019.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.