First Business Financial Services’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

First Business Financial Services’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 Q1	–	Sell	-5,025	Closed	-$238K	–	83
2016 Q4	$238K	Buy	+5,025	New	+$243K	0.06%	64
2014 Q2	–	Sell	-9,383	Closed	-$436K	–	74
2014 Q1	$436K	Sell	9,383 -16,415	-64%	-$758K	0.17%	18
2013 Q4	$1.16M	Buy	+25,798	New	+$1.18M	0.48%	15

Other funds holding TFI

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

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

CSIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Business Financial Services's TFI Position: Q1 2017 in Review

First Business Financial Services sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2017, closing a stake of 5,025 shares — an estimated $238K sold.

First Business Financial Services first reported a position in TFI in Q4 2013 and held it in 3 quarters. The position peaked at $1.16M in Q4 2013. 163 funds tracked by Wall St. Rank hold TFI as of Q1 2017.

First Business Financial Services reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
First Business Financial Services sold 5,025 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2017, an estimated $238K.
First Business Financial Services first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2013 and held it in 3 quarters.
First Business Financial Services's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.16M in Q4 2013.
163 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2017.

Based on First Business Financial Services's 13F filing for Q1 2017, filed 11 May 2017.