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

Global Trust 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
2020
Q4 		– Sell
-201
Closed -$10K – 433
2020
Q3 		$10K Sell
201
-3,299
-94% -$172K 0.01% 268
2020
Q2 		$181K Buy
+3,500
New +$178K 0.13% 138

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Bank of America
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Fisher Asset Management
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Betterment LLC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Global Trust Asset Management's TFI Position: Q4 2020 in Review

Global Trust Asset Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2020, closing a stake of 201 shares — an estimated $10K sold.

Global Trust Asset Management first reported a position in TFI in Q2 2020 and held it in 2 quarters. The position peaked at $181K in Q2 2020. 296 funds tracked by Wall St. Rank hold TFI as of Q4 2020.

  • Global Trust Asset Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Global Trust Asset Management sold 201 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2020, an estimated $10K.
  • Global Trust Asset Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2020 and held it in 2 quarters.
  • Global Trust Asset Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $181K in Q2 2020.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2020.

Based on Global Trust Asset Management's 13F filing for Q4 2020, filed 13 Jan 2021.