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

Pinnacle Advisory 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	-4,416	Closed	-$212K	–	174
2018 Q4	$212K	Sell	4,416 -81	-2%	-$3.83K	0.02%	146
2018 Q3	$214K	Sell	4,497 -579	-11%	-$27.7K	0.01%	151
2018 Q2	$244K	Sell	5,076 -77	-1%	-$3.68K	0.01%	127
2018 Q1	$247K	Sell	5,153 -1,261	-20%	-$60.7K	0.01%	168
2017 Q4	$314K	Sell	6,414 -218	-3%	-$10.7K	0.02%	171
2017 Q3	$324K	Sell	6,632 -128	-2%	-$6.28K	0.02%	157
2017 Q2	$329K	Buy	6,760 +16	+0.2%	+$777	0.02%	151
2017 Q1	$323K	Sell	6,744 -6,967	-51%	-$332K	0.02%	149
2016 Q4	$650K	Sell	13,711 -186,639	-93%	-$9.04M	0.04%	88
2016 Q3	$9.92M	Buy	200,350 +356	+0.2%	+$17.9K	0.83%	21
2016 Q2	$10.1M	Sell	199,994 -7,725	-4%	-$385K	0.78%	25
2016 Q1	$10.2M	Buy	207,719 +10,912	+6%	+$537K	0.98%	20
2015 Q4	$9.6M	Buy	196,807 +7,136	+4%	+$345K	0.86%	21
2015 Q3	$9.14M	Buy	189,671 +8,326	+5%	+$398K	0.97%	19
2015 Q2	$8.6M	Sell	181,345 -3,380	-2%	-$161K	0.84%	23
2015 Q1	$8.95M	Sell	184,725 -418	-0.2%	-$20.3K	0.8%	26
2014 Q4	$8.95M	Sell	185,143 -1,921	-1%	-$92.5K	0.81%	28
2014 Q3	$8.98M	Buy	187,064 +11,009	+6%	+$524K	1.15%	19
2014 Q2	$8.34M	Buy	176,055 +6,216	+4%	+$293K	0.98%	19
2014 Q1	$7.9M	Buy	+169,839	New	+$7.84M	0.79%	24
2013 Q4	–	Sell	-179,284	Closed	-$8.19M	–	109
2013 Q3	$8.19M	Sell	179,284 -14,282	-7%	-$641K	0.96%	22
2013 Q2	$8.85M	Buy	+193,566	New	+$9.23M	1.18%	17

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

Pinnacle Advisory Group's TFI Position: Q1 2019 in Review

Pinnacle Advisory Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2019, closing a stake of 4,416 shares — an estimated $212K sold.

Pinnacle Advisory Group first reported a position in TFI in Q2 2013 and held it in 22 quarters. The position peaked at $10.2M in Q1 2016. 241 funds tracked by Wall St. Rank hold TFI as of Q1 2019.

Pinnacle Advisory Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 4,416 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2019, an estimated $212K.
Pinnacle Advisory Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 22 quarters.
Pinnacle Advisory Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $10.2M in Q1 2016.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2019.

Based on Pinnacle Advisory Group's 13F filing for Q1 2019, filed 26 Apr 2019.