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

Evercore 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	-4,500	Closed	-$226K	–	419
2019 Q2	$226K	Sell	4,500 -268	-6%	-$13.3K	0.01%	382
2019 Q1	$235K	Hold	4,768	–	–	0.01%	369
2018 Q4	$229K	Sell	4,768 -82	-2%	-$3.88K	0.01%	345
2018 Q3	$230K	Sell	4,850 -1,693	-26%	-$81.1K	0.01%	381
2018 Q2	$314K	Hold	6,543	–	–	0.01%	323
2018 Q1	$314K	Sell	6,543 -825	-11%	-$39.7K	0.01%	294
2017 Q4	$361K	Hold	7,368	–	–	0.01%	286
2017 Q3	$360K	Sell	7,368 -375	-5%	-$18.4K	0.01%	291
2017 Q2	$377K	Hold	7,743	–	–	0.01%	288
2017 Q1	$371K	Buy	7,743 +375	+5%	+$17.9K	0.01%	294
2016 Q4	$350K	Buy	7,368 +1,542	+26%	+$74.7K	0.01%	287
2016 Q3	$292K	Hold	5,826	–	–	0.01%	312
2016 Q2	$295K	Sell	5,826 -1,655	-22%	-$82.5K	0.01%	301
2016 Q1	$369K	Sell	7,481 -1	-0%	-$49	0.02%	280
2015 Q4	$365K	Sell	7,482 -8,000	-52%	-$387K	0.02%	290
2015 Q3	$747K	Hold	15,482	–	–	0.04%	209
2015 Q2	$735K	Buy	15,482 +1,585	+11%	+$75.6K	0.03%	231
2015 Q1	$673K	Buy	13,897 +2,480	+22%	+$120K	0.03%	236
2014 Q4	$552K	Hold	11,417	–	–	0.03%	225
2014 Q3	$548K	Hold	11,417	–	–	0.03%	252
2014 Q2	$541K	Sell	11,417 -7,848	-41%	-$370K	0.03%	259
2014 Q1	$896K	Buy	19,265 +7,848	+69%	+$362K	0.05%	196
2013 Q4	$515K	Sell	11,417 -2,200	-16%	-$100K	0.03%	256
2013 Q3	$622K	Hold	13,617	–	–	0.04%	257
2013 Q2	$623K	Buy	+13,617	New	+$649K	0.04%	254

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

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

Evercore Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2019, closing a stake of 4,500 shares — an estimated $226K sold.

Evercore Wealth Management first reported a position in TFI in Q2 2013 and held it in 25 quarters. The position peaked at $896K in Q1 2014. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

Evercore Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Evercore Wealth Management sold 4,500 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $226K.
Evercore Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 25 quarters.
Evercore Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $896K in Q1 2014.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.