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

Financial Management Professionals’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
2020
Q1 		– Sell
-17
Closed -$1K – 364
2019
Q4 		$1K Buy
+17
New +$861 ﹤0.01% 317

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Professionals's TFI Position: Q1 2020 in Review

Financial Management Professionals sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in TFI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

  • Financial Management Professionals reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Management Professionals sold 17 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $1K.
  • Financial Management Professionals first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and held it in 1 quarter.
  • Financial Management Professionals's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Financial Management Professionals's 13F filing for Q1 2020, filed 24 Apr 2020.