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

Family 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
Q2 		– Sell
-7,524
Closed -$371K – 184
2019
Q1 		$371K Sell
7,524
-35,473
-83% -$1.72M 0.16% 94
2018
Q4 		$2.07M Buy
+42,997
New +$2.03M 0.87% 34

Other funds holding TFI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Family Management's TFI Position: Q2 2019 in Review

Family Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2019, closing a stake of 7,524 shares — an estimated $371K sold.

Family Management first reported a position in TFI in Q4 2018 and held it in 2 quarters. The position peaked at $2.07M in Q4 2018. 235 funds tracked by Wall St. Rank hold TFI as of Q2 2019.

  • Family Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Family Management sold 7,524 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2019, an estimated $371K.
  • Family Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
  • Family Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.07M in Q4 2018.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2019.

Based on Family Management's 13F filing for Q2 2019, filed 14 Aug 2019.