Kingsview Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Kingsview Wealth Management’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 Q3	–	Sell	-5,371	Closed	-$269K	–	483
2019 Q2	$269K	Hold	5,371	–	–	0.05%	344
2019 Q1	$265K	Sell	5,371 -717	-12%	-$34.8K	0.04%	380
2018 Q4	$293K	Sell	6,088 -1,000	-14%	-$47.3K	0.06%	290
2018 Q3	$337K	Hold	7,088	–	–	0.07%	277
2018 Q2	$340K	Hold	7,088	–	–	0.08%	250
2018 Q1	$340K	Hold	7,088	–	–	0.08%	244
2017 Q4	$347K	Buy	7,088 +2,306	+48%	+$113K	0.12%	227
2017 Q3	$234K	Hold	4,782	–	–	0.1%	242
2017 Q2	$233K	Buy	+4,782	New	+$232K	0.12%	218

Other funds holding TFI

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 $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's TFI Position: Q3 2019 in Review

Kingsview Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2019, closing a stake of 5,371 shares — an estimated $269K sold.

Kingsview Wealth Management first reported a position in TFI in Q2 2017 and held it in 9 quarters. The position peaked at $347K in Q4 2017. 241 funds tracked by Wall St. Rank hold TFI as of Q3 2019.

Kingsview Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Kingsview Wealth Management sold 5,371 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2019, an estimated $269K.
Kingsview Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 9 quarters.
Kingsview Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $347K in Q4 2017.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2019.

Based on Kingsview Wealth Management's 13F filing for Q3 2019, filed 29 Jan 2020.