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Essex Savings Bank’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Essex Savings Bank’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
-1,781
Closed -$89K – 559
2019
Q2 		$89K Sell
1,781
-59
-3% -$2.93K 0.03% 359
2019
Q1 		$91K Sell
1,840
-205
-10% -$9.95K 0.05% 228
2018
Q4 		$98K Buy
+2,045
New +$96.8K 0.06% 210

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
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
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

Essex Savings Bank's TFI Position: Q3 2019 in Review

Essex Savings Bank sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2019, closing a stake of 1,781 shares — an estimated $89K sold.

Essex Savings Bank first reported a position in TFI in Q4 2018 and held it in 3 quarters. The position peaked at $98K in Q4 2018. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

  • Essex Savings Bank reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,781 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $89K.
  • Essex Savings Bank first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $98K in Q4 2018.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.