Greenwich Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Greenwich Investment 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
2018 Q4	–	Sell	-8,260	Closed	-$392K	–	68
2018 Q3	$392K	Sell	8,260 -3,040	-27%	-$146K	0.42%	42
2018 Q2	$542K	Buy	11,300 +2,300	+26%	+$110K	0.56%	41
2018 Q1	$432K	Buy	9,000 +3,000	+50%	+$144K	0.51%	36
2017 Q4	$293K	Sell	6,000 -850	-12%	-$41.6K	0.42%	36
2017 Q3	$335K	Sell	6,850 -1,650	-19%	-$80.9K	0.43%	32
2017 Q2	$413K	Buy	8,500 +3,284	+63%	+$160K	0.48%	33
2017 Q1	$249K	Buy	+5,216	New	+$249K	0.27%	45

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Greenwich Investment Management's TFI Position: Q4 2018 in Review

Greenwich Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2018, closing a stake of 8,260 shares — an estimated $392K sold.

Greenwich Investment Management first reported a position in TFI in Q1 2017 and held it in 7 quarters. The position peaked at $542K in Q2 2018. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

Greenwich Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
Greenwich Investment Management sold 8,260 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $392K.
Greenwich Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2017 and held it in 7 quarters.
Greenwich Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $542K in Q2 2018.
242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on Greenwich Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.