LifePlan Financial Group’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

LifePlan Financial Group’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
2018 Q4	–	Sell	-61	Closed	-$3K	–	563
2018 Q3	$3K	Sell	61 -141	-70%	-$6.75K	﹤0.01%	487
2018 Q2	$10K	Sell	202 -8	-4%	-$383	0.01%	381
2018 Q1	$10K	Buy	+210	New	+$10.1K	0.01%	369

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CSIA

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

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

LifePlan Financial Group's TFI Position: Q4 2018 in Review

LifePlan Financial Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2018, closing a stake of 61 shares — an estimated $3K sold.

LifePlan Financial Group first reported a position in TFI in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

LifePlan Financial Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
LifePlan Financial Group sold 61 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $3K.
LifePlan Financial Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2018 and held it in 3 quarters.
LifePlan Financial Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10K in Q2 2018.
242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.