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

OptiFour Integrated 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 Q4	–	Sell	-5,511	Closed	-$262K	–	57
2018 Q3	$262K	Sell	5,511 -38	-0.7%	-$1.82K	0.22%	46
2018 Q2	$266K	Sell	5,549 -277	-5%	-$13.3K	0.23%	45
2018 Q1	$280K	Buy	5,826 +191	+3%	+$9.19K	0.23%	45
2017 Q4	$276K	Buy	+5,635	New	+$276K	0.23%	48

Other funds holding TFI

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

OptiFour Integrated Wealth Management's TFI Position: Q4 2018 in Review

OptiFour Integrated Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2018, closing a stake of 5,511 shares — an estimated $262K sold.

OptiFour Integrated Wealth Management first reported a position in TFI in Q4 2017 and held it in 4 quarters. The position peaked at $280K in Q1 2018. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

OptiFour Integrated Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2018 after selling out during the quarter.
OptiFour Integrated Wealth Management sold 5,511 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $262K.
OptiFour Integrated Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 4 quarters.
OptiFour Integrated Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $280K in Q1 2018.
242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2018, filed 7 May 2019.