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Fusion Family Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Fusion Family Wealth’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
2018
Q4 		– Sell
-22
Closed -$1K – 272
2018
Q3 		$1K Hold
22
– – ﹤0.01% 261
2018
Q2 		$1K Hold
22
– – ﹤0.01% 284
2018
Q1 		$1K Buy
+22
New +$1.06K ﹤0.01% 265

Other funds holding TFI

Wealthfront Advisers
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fusion Family Wealth's TFI Position: Q4 2018 in Review

Fusion Family Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2018, closing a stake of 22 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in TFI in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

  • Fusion Family Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 22 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $1K.
  • Fusion Family Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and held it in 3 quarters.
  • Fusion Family Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.