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

Oak Point 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
2018 Q1	$1.56M	Sell	32,595 -17,553	-35%	-$845K	1.59%	18
2017 Q4	$2.46M	Buy	+50,148	New	+$2.45M	2.42%	10

Other funds holding TFI

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Oak Point Wealth Management's TFI Position: Q1 2018 in Review

Oak Point Wealth Management reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 35% in Q1 2018, selling an estimated $845K and leaving 32,595 shares worth $1.56M. The position accounts for 1.59% of the portfolio, ranked #18.

Oak Point Wealth Management first reported a position in TFI in Q4 2017 and has held it in 2 quarters since. The position peaked at $2.46M in Q4 2017. 216 funds tracked by Wall St. Rank hold TFI as of Q1 2018.

Oak Point Wealth Management held 32,595 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $1.56M as of Q1 2018.
Oak Point Wealth Management sold 17,553 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2018, an estimated $845K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 1.59% of Oak Point Wealth Management's portfolio in Q1 2018, its #18 holding.
Oak Point Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $2.46M in Q4 2017.
216 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.