Fort Point Capital Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Fort Point Capital Partners’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 Q4	–	Sell	-25,641	Closed	-$1.28M	–	145
2016 Q3	$1.28M	Sell	25,641 -3,013	-11%	-$152K	0.58%	37
2016 Q2	$1.45M	Hold	28,654	–	–	0.7%	36
2016 Q1	$1.41M	Sell	28,654 -2	-0%	-$98	0.72%	36
2015 Q4	$1.4M	Buy	28,656 +459	+2%	+$22.2K	0.71%	30
2015 Q3	$1.36M	Buy	+28,197	New	+$1.35M	0.84%	27

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Fort Point Capital Partners's TFI Position: Q4 2016 in Review

Fort Point Capital Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 25,641 shares — an estimated $1.28M sold.

Fort Point Capital Partners first reported a position in TFI in Q3 2015 and held it in 5 quarters. The position peaked at $1.45M in Q2 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

Fort Point Capital Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
Fort Point Capital Partners sold 25,641 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $1.28M.
Fort Point Capital Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2015 and held it in 5 quarters.
Fort Point Capital Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.45M in Q2 2016.
176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.