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Homrich & Berg’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Homrich & Berg’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
2019
Q4 		– Sell
-4,354
Closed -$221K – 376
2019
Q3 		$221K Buy
+4,354
New +$221K 0.01% 317

Other funds holding TFI

Financial Engines Advisors
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Homrich & Berg's TFI Position: Q4 2019 in Review

Homrich & Berg sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2019, closing a stake of 4,354 shares — an estimated $221K sold.

Homrich & Berg first reported a position in TFI in Q3 2019 and held it in 1 quarter. The position peaked at $221K in Q3 2019. 264 funds tracked by Wall St. Rank hold TFI as of Q4 2019.

  • Homrich & Berg reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Homrich & Berg sold 4,354 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2019, an estimated $221K.
  • Homrich & Berg first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2019 and held it in 1 quarter.
  • Homrich & Berg's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $221K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2019.

Based on Homrich & Berg's 13F filing for Q4 2019, filed 13 Feb 2020.