Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-1,000	Closed	-$49K	–	646
2015 Q4	$49K	Hold	1,000	–	–	﹤0.01%	418
2015 Q3	$47K	Hold	1,000	–	–	﹤0.01%	423
2015 Q2	$47K	Hold	1,000	–	–	﹤0.01%	423
2015 Q1	$48K	Hold	1,000	–	–	﹤0.01%	435
2014 Q4	$48K	Hold	1,000	–	–	﹤0.01%	429
2014 Q3	$48K	Hold	1,000	–	–	﹤0.01%	417
2014 Q2	$47K	Hold	1,000	–	–	﹤0.01%	438
2014 Q1	$47K	Hold	1,000	–	–	﹤0.01%	420
2013 Q4	$45K	Hold	1,000	–	–	﹤0.01%	400
2013 Q3	$46K	Hold	1,000	–	–	﹤0.01%	380
2013 Q2	$46K	Buy	+1,000	New	+$47.7K	﹤0.01%	396

Other funds holding TFI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TFI Position: Q1 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2016, closing a stake of 1,000 shares — an estimated $49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TFI in Q2 2013 and held it in 11 quarters. The position peaked at $49K in Q4 2015. 140 funds tracked by Wall St. Rank hold TFI as of Q1 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2016, an estimated $49K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $49K in Q4 2015.
140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.