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Keel Point’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Keel Point’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
Q3 		– Sell
-5,778
Closed -$299K – 236
2020
Q2 		$299K Buy
+5,778
New +$294K 0.03% 161

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Keel Point's TFI Position: Q3 2020 in Review

Keel Point sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2020, closing a stake of 5,778 shares — an estimated $299K sold.

Keel Point first reported a position in TFI in Q2 2020 and held it in 1 quarter. The position peaked at $299K in Q2 2020. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

  • Keel Point reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Keel Point sold 5,778 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2020, an estimated $299K.
  • Keel Point first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2020 and held it in 1 quarter.
  • Keel Point's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $299K in Q2 2020.
  • 271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on Keel Point's 13F filing for Q3 2020, filed 18 Nov 2020.