Huber Financial Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Huber Financial 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
2020 Q1	$928K	Sell	18,560 -1,494	-7%	-$75.9K	0.35%	37
2019 Q4	$1.01M	Sell	20,054 -300	-1%	-$15.2K	0.35%	38
2019 Q3	$1.03M	Sell	20,354 -1,331	-6%	-$67.5K	0.4%	34
2019 Q2	$1.09M	Sell	21,685 -3,040	-12%	-$151K	0.47%	28
2019 Q1	$1.22M	Sell	24,725 -12,971	-34%	-$630K	0.59%	22
2018 Q4	$1.81M	Buy	37,696 +25,640	+213%	+$1.21M	0.99%	16
2018 Q3	$572K	Buy	12,056 +2,992	+33%	+$143K	0.44%	40
2018 Q2	$434K	Buy	9,064 +389	+4%	+$18.6K	0.4%	48
2018 Q1	$417K	Buy	8,675 +990	+13%	+$47.7K	0.41%	45
2017 Q4	$376K	Buy	+7,685	New	+$376K	0.41%	47

Other funds holding TFI

CSIA

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Huber Financial Advisors's TFI Position: Q1 2020 in Review

Huber Financial Advisors reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 7.4% in Q1 2020, selling an estimated $75.9K and leaving 18,560 shares worth $928K. The position accounts for 0.35% of the portfolio, ranked #37.

Huber Financial Advisors first reported a position in TFI in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2018. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

Huber Financial Advisors held 18,560 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $928K as of Q1 2020.
Huber Financial Advisors sold 1,494 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $75.9K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.35% of Huber Financial Advisors's portfolio in Q1 2020, its #37 holding.
Huber Financial Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.81M in Q4 2018.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.