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Freestone Capital Holdings’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-322
Closed -$16.9K – 1054
2020
Q4 		$16.9K Buy
+322
New +$16.8K ﹤0.01% 760

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Morgan Stanley
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Betterment LLC
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freestone Capital Holdings's TFI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 322 shares — an estimated $16.9K sold.

Freestone Capital Holdings first reported a position in TFI in Q4 2020 and held it in 1 quarter. The position peaked at $16.9K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 322 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $16.9K.
  • Freestone Capital Holdings first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $16.9K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.