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

Efficient 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
2017 Q3	–	Sell	-20,537	Closed	-$1M	–	50
2017 Q2	$1M	Sell	20,537 -712	-3%	-$34.6K	0.15%	44
2017 Q1	$1.02M	Buy	21,249 +156	+0.7%	+$7.43K	0.14%	44
2016 Q4	$1M	Buy	21,093 +1,118	+6%	+$54.1K	0.14%	45
2016 Q3	$1M	Sell	19,975 -70,718	-78%	-$3.56M	0.15%	46
2016 Q2	$4.59M	Buy	90,693 +3,197	+4%	+$159K	0.73%	27
2016 Q1	$4.32M	Buy	+87,496	New	+$4.31M	0.78%	24

Other funds holding TFI

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CSIA

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

Efficient Advisors's TFI Position: Q3 2017 in Review

Efficient Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2017, closing a stake of 20,537 shares — an estimated $1M sold.

Efficient Advisors first reported a position in TFI in Q1 2016 and held it in 6 quarters. The position peaked at $4.59M in Q2 2016. 181 funds tracked by Wall St. Rank hold TFI as of Q3 2017.

Efficient Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2017 after selling out during the quarter.
Efficient Advisors sold 20,537 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2017, an estimated $1M.
Efficient Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2016 and held it in 6 quarters.
Efficient Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.59M in Q2 2016.
181 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2017.

Based on Efficient Advisors's 13F filing for Q3 2017, filed 16 Nov 2017.