Hochman Cole Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Hochman Cole Investment Advisors’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 Q4	–	Sell	-7,571	Closed	-$379K	–	92
2016 Q3	$379K	Hold	7,571	–	–	0.28%	56
2016 Q2	$383K	Hold	7,571	–	–	0.31%	54
2016 Q1	$374K	Sell	7,571 -1	-0%	-$49	0.32%	55
2015 Q4	$369K	Buy	+7,572	New	+$366K	0.31%	54

Other funds holding TFI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Hochman Cole Investment Advisors's TFI Position: Q4 2016 in Review

Hochman Cole Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 7,571 shares — an estimated $379K sold.

Hochman Cole Investment Advisors first reported a position in TFI in Q4 2015 and held it in 4 quarters. The position peaked at $383K in Q2 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

Hochman Cole Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
Hochman Cole Investment Advisors sold 7,571 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $379K.
Hochman Cole Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2015 and held it in 4 quarters.
Hochman Cole Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $383K in Q2 2016.
176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2016, filed 10 Jan 2017.