IP
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Investment Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Investment Partners’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
-5,846
Closed -$293K – 167
2016
Q3 		$293K Buy
5,846
+303
+5% +$15.3K 0.17% 132
2016
Q2 		$280K Buy
+5,543
New +$276K 0.28% 88
2015
Q2 		– Sell
-392
Closed -$19K – 136
2015
Q1 		$19K Buy
+392
New +$19K 0.02% 133

Other funds holding TFI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Partners's TFI Position: Q4 2016 in Review

Investment Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 5,846 shares — an estimated $293K sold.

Investment Partners first reported a position in TFI in Q1 2015 and held it in 3 quarters. The position peaked at $293K in Q3 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

  • Investment Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Investment Partners sold 5,846 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $293K.
  • Investment Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2015 and held it in 3 quarters.
  • Investment Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $293K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on Investment Partners's 13F filing for Q4 2016, filed 8 Feb 2017.