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

Patten 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
2019 Q1	–	Sell	-710	Closed	-$34K	–	491
2018 Q4	$34K	Buy	710 +60	+9%	+$2.84K	0.02%	324
2018 Q3	$31K	Hold	650	–	–	0.01%	379
2018 Q2	$31K	Hold	650	–	–	0.01%	370
2018 Q1	$31K	Hold	650	–	–	0.01%	364
2017 Q4	$32K	Hold	650	–	–	0.01%	383
2017 Q3	$32K	Hold	650	–	–	0.01%	377
2017 Q2	$32K	Hold	650	–	–	0.01%	379
2017 Q1	$31K	Hold	650	–	–	0.01%	359
2016 Q4	$31K	Hold	650	–	–	0.01%	355
2016 Q3	$32.2K	Hold	650	–	–	0.02%	357
2016 Q2	$32.9K	Hold	650	–	–	0.02%	345
2016 Q1	$32.1K	Hold	650	–	–	0.02%	350
2015 Q4	$31.7K	Hold	650	–	–	0.02%	358
2015 Q3	$31.3K	Hold	650	–	–	0.02%	326
2015 Q2	$30.8K	Buy	+650	New	+$31K	0.01%	333
2015 Q1	–	Sell	-650	Closed	-$31K	–	237
2014 Q4	$31K	Buy	+650	New	+$31.3K	0.02%	211

Other funds holding TFI

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Patten Group's TFI Position: Q1 2019 in Review

Patten Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2019, closing a stake of 710 shares — an estimated $34K sold.

Patten Group first reported a position in TFI in Q4 2014 and held it in 16 quarters. The position peaked at $34K in Q4 2018. 241 funds tracked by Wall St. Rank hold TFI as of Q1 2019.

Patten Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 710 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2019, an estimated $34K.
Patten Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2014 and held it in 16 quarters.
Patten Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $34K in Q4 2018.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.