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Gupta Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Gupta Wealth 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
2016
Q1 		$79K Buy
1,603
+378
+31% +$18.6K 0.02% 366
2015
Q4 		$60K Hold
1,225
– – 0.02% 399
2015
Q3 		$59K Sell
1,225
-775
-39% -$37K 0.01% 417
2015
Q2 		$95K Buy
+2,000
New +$95.4K 0.02% 355

Other funds holding TFI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Gupta Wealth Management's TFI Position: Q1 2016 in Review

Gupta Wealth Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 31% in Q1 2016, buying an estimated $18.6K and bringing the position to 1,603 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #366.

Gupta Wealth Management first reported a position in TFI in Q2 2015 and has held it in 4 quarters since. The position peaked at $95K in Q2 2015. 140 funds tracked by Wall St. Rank hold TFI as of Q1 2016.

  • Gupta Wealth Management held 1,603 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $79K as of Q1 2016.
  • Gupta Wealth Management bought 378 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2016, an estimated $18.6K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #366 holding.
  • Gupta Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $95K in Q2 2015.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.