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Pinkerton Retirement Specialists’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Pinkerton Retirement Specialists’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
-99,391
Closed -$4.9M – 64
2019
Q1 		$4.9M Buy
+99,391
New +$4.82M 1.79% 8

Other funds holding TFI

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Pinkerton Retirement Specialists's TFI Position: Q2 2019 in Review

Pinkerton Retirement Specialists sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2019, closing a stake of 99,391 shares — an estimated $4.9M sold.

Pinkerton Retirement Specialists first reported a position in TFI in Q1 2019 and held it in 1 quarter. The position peaked at $4.9M in Q1 2019. 235 funds tracked by Wall St. Rank hold TFI as of Q2 2019.

  • Pinkerton Retirement Specialists reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 99,391 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2019, an estimated $4.9M.
  • Pinkerton Retirement Specialists first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2019 and held it in 1 quarter.
  • Pinkerton Retirement Specialists's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4.9M 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 Pinkerton Retirement Specialists's 13F filing for Q2 2019, filed 6 Aug 2019.