Kore Private Wealth’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Kore Private Wealth’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	-15	Closed	–	–	996
2020 Q2	$0	Hold	15	–	–	﹤0.01%	1265
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	1027
2019 Q4	$1K	Buy	+15	New	+$759	﹤0.01%	1015
2019 Q2	–	Sell	-5	Closed	–	–	725
2019 Q1	$0	Hold	5	–	–	﹤0.01%	977
2018 Q4	$0	Buy	+5	New	+$237	﹤0.01%	856

Other funds holding TFI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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

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

Kore Private Wealth's TFI Position: Q3 2020 in Review

Kore Private Wealth sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2020, closing a stake of 15 shares.

Kore Private Wealth first reported a position in TFI in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

Kore Private Wealth reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 15 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2020.
Kore Private Wealth first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1K in Q1 2020.
271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.