FCMT
TFI icon

Founders Capital Management (Texas)’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Founders Capital Management (Texas)’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
2023
Q3 		– Sell
-1,190
Closed -$54.9K – 428
2023
Q2 		$54.9K Hold
1,190
– – 0.04% 133
2023
Q1 		$56K Hold
1,190
– – 0.04% 126
2022
Q4 		$54K Sell
1,190
-750
-39% -$33.7K 0.04% 125
2022
Q3 		$85K Hold
1,940
– – 0.07% 93
2022
Q2 		$89K Sell
1,940
-130
-6% -$6K 0.07% 92
2022
Q1 		$107K Hold
2,070
– – 0.07% 88
2021
Q4 		$107K Sell
2,070
-290
-12% -$15K 0.07% 88
2021
Q3 		$122K Buy
2,360
+630
+36% +$32.9K 0.08% 73
2021
Q2 		$90K Hold
1,730
– – 0.06% 86
2021
Q1 		$89K Hold
1,730
– – 0.06% 81
2020
Q4 		$91K Buy
+1,730
New +$90.1K 0.06% 81
2020
Q1 		$87K Hold
1,730
– – 0.09% 67
2019
Q4 		$88K Hold
1,730
– – 0.07% 75
2019
Q3 		$88K Hold
1,730
– – 0.07% 81
2019
Q2 		$87K Hold
1,730
– – 0.08% 83
2019
Q1 		$85K Hold
1,730
– – 0.08% 84
2018
Q4 		$83K Sell
1,730
-230
-12% -$10.9K 0.09% 83
2018
Q3 		$93K Hold
1,960
– – 0.08% 87
2018
Q2 		$94K Sell
1,960
-247
-11% -$11.8K 0.08% 91
2018
Q1 		$106K Buy
2,207
+60
+3% +$2.89K 0.09% 102
2017
Q4 		$105K Hold
2,147
– – 0.09% 106
2017
Q3 		$105K Sell
2,147
-440
-17% -$21.6K 0.09% 107
2017
Q2 		$126K Buy
2,587
+110
+4% +$5.34K 0.11% 98
2017
Q1 		$119K Buy
+2,477
New +$118K 0.11% 98

Other funds holding TFI

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Founders Capital Management (Texas)'s TFI Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2023, closing a stake of 1,190 shares — an estimated $54.9K sold.

Founders Capital Management (Texas) first reported a position in TFI in Q1 2017 and held it in 24 quarters. The position peaked at $126K in Q2 2017. 294 funds tracked by Wall St. Rank hold TFI as of Q3 2023.

  • Founders Capital Management (Texas) reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 1,190 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2023, an estimated $54.9K.
  • Founders Capital Management (Texas) first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2017 and held it in 24 quarters.
  • Founders Capital Management (Texas)'s State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $126K in Q2 2017.
  • 294 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.