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Independent Portfolio Consultants’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1K Sell
30
-45
-60% -$2.19K ﹤0.01% 781
2017
Q1 		$4K Sell
75
-1,275
-94% -$60.8K ﹤0.01% 787
2016
Q4 		$64K Buy
1,350
+405
+43% +$19.6K 0.02% 509
2016
Q3 		$47K Sell
945
-400
-30% -$20.1K 0.01% 554
2016
Q2 		$68K Sell
1,345
-40
-3% -$2K 0.02% 507
2016
Q1 		$68K Sell
1,385
-20
-1% -$984 0.02% 527
2015
Q4 		$69K Sell
1,405
-23
-2% -$1.11K 0.02% 531
2015
Q3 		$69K Buy
1,428
+135
+10% +$6.45K 0.02% 536
2015
Q2 		$61K Sell
1,293
-17
-1% -$811 0.01% 597
2015
Q1 		$63K Buy
1,310
+110
+9% +$5.33K 0.01% 576
2014
Q4 		$58K Hold
1,200
– – 0.01% 618
2014
Q3 		$58K Sell
1,200
-1,423
-54% -$67.7K 0.02% 619
2014
Q2 		$124K Buy
+2,623
New +$124K 0.03% 501

Other funds holding TFI

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Independent Portfolio Consultants's TFI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 60% in Q2 2017, selling an estimated $2.19K and leaving 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Independent Portfolio Consultants first reported a position in TFI in Q2 2014 and has held it in 13 quarters since. The position peaked at $124K in Q2 2014. 180 funds tracked by Wall St. Rank hold TFI as of Q2 2017.

  • Independent Portfolio Consultants held 30 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1K as of Q2 2017.
  • Independent Portfolio Consultants sold 45 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2017, an estimated $2.19K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #781 holding.
  • Independent Portfolio Consultants first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $124K in Q2 2014.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.