Pictet North America Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Pictet North America 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
2019 Q2	–	Sell	-8,250	Closed	-$407K	–	158
2019 Q1	$407K	Hold	8,250	–	–	0.06%	121
2018 Q4	$397K	Buy	8,250 +2,000	+32%	+$94.6K	0.04%	126
2018 Q3	$297K	Hold	6,250	–	–	0.04%	150
2018 Q2	$300K	Hold	6,250	–	–	0.04%	124
2018 Q1	$300K	Hold	6,250	–	–	0.05%	114
2017 Q4	$306K	Hold	6,250	–	–	0.05%	115
2017 Q3	$306K	Hold	6,250	–	–	0.05%	112
2017 Q2	$304K	Hold	6,250	–	–	0.05%	109
2017 Q1	$300K	Hold	6,250	–	–	0.05%	108
2016 Q4	$297K	Hold	6,250	–	–	0.07%	89
2016 Q3	$313K	Hold	6,250	–	–	0.07%	82
2016 Q2	$316K	Hold	6,250	–	–	0.07%	91
2016 Q1	$308K	Hold	6,250	–	–	0.06%	79
2015 Q4	$305K	Hold	6,250	–	–	0.07%	70
2015 Q3	$301K	Buy	+6,250	New	+$298K	0.08%	66

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

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

Pictet North America Advisors's TFI Position: Q2 2019 in Review

Pictet North America Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2019, closing a stake of 8,250 shares — an estimated $407K sold.

Pictet North America Advisors first reported a position in TFI in Q3 2015 and held it in 15 quarters. The position peaked at $407K in Q1 2019. 235 funds tracked by Wall St. Rank hold TFI as of Q2 2019.

Pictet North America Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
Pictet North America Advisors sold 8,250 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2019, an estimated $407K.
Pictet North America Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2015 and held it in 15 quarters.
Pictet North America Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $407K in Q1 2019.
235 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2019.

Based on Pictet North America Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.