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

Measured Wealth Private Client 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
-225
Closed -$10K – 644
2018
Q3 		$10K Buy
+225
New +$10.8K 0.01% 626

Other funds holding TFI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fisher Asset Management
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's TFI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2018, closing a stake of 225 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in TFI in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 225 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.