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

Formidable Asset 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
2016 Q1	–	Sell	-220	Closed	-$10K	–	539
2015 Q4	$10K	Hold	220	–	–	0.01%	385
2015 Q3	$10K	Hold	220	–	–	0.01%	415
2015 Q2	$10K	Hold	220	–	–	0.01%	367
2015 Q1	$10K	Hold	220	–	–	0.01%	359
2014 Q4	$11K	Hold	220	–	–	0.01%	325
2014 Q3	$11K	Hold	220	–	–	0.01%	326
2014 Q2	$10K	Hold	220	–	–	0.01%	354
2014 Q1	$10K	Hold	220	–	–	0.01%	326
2013 Q4	$10K	Hold	220	–	–	0.01%	343
2013 Q3	$10K	Buy	+220	New	+$9.88K	0.01%	307

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Formidable Asset Management's TFI Position: Q1 2016 in Review

Formidable Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2016, closing a stake of 220 shares — an estimated $10K sold.

Formidable Asset Management first reported a position in TFI in Q3 2013 and held it in 10 quarters. The position peaked at $11K in Q4 2014. 140 funds tracked by Wall St. Rank hold TFI as of Q1 2016.

Formidable Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
Formidable Asset Management sold 220 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2016, an estimated $10K.
Formidable Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2013 and held it in 10 quarters.
Formidable Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $11K in Q4 2014.
140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2016.

Based on Formidable Asset Management's 13F filing for Q1 2016, filed 10 May 2016.