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

Pinnacle Associates’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
2022 Q1	–	Sell	-4,025	Closed	-$208K	–	812
2021 Q4	$208K	Hold	4,025	–	–	﹤0.01%	755
2021 Q3	$208K	Hold	4,025	–	–	﹤0.01%	726
2021 Q2	$210K	Hold	4,025	–	–	﹤0.01%	727
2021 Q1	$208K	Hold	4,025	–	–	﹤0.01%	700
2020 Q4	$211K	Hold	4,025	–	–	﹤0.01%	664
2020 Q3	$209K	Hold	4,025	–	–	0.01%	635
2020 Q2	$208K	Hold	4,025	–	–	0.01%	629
2020 Q1	$201K	Hold	4,025	–	–	0.01%	608
2019 Q4	$204K	Hold	4,025	–	–	﹤0.01%	675
2019 Q3	$204K	Buy	+4,025	New	+$204K	﹤0.01%	666
2017 Q3	–	Sell	-4,378	Closed	-$213K	–	684
2017 Q2	$213K	Buy	+4,378	New	+$213K	﹤0.01%	632

Other funds holding TFI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Associates's TFI Position: Q1 2022 in Review

Pinnacle Associates sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2022, closing a stake of 4,025 shares — an estimated $208K sold.

Pinnacle Associates first reported a position in TFI in Q2 2017 and held it in 11 quarters. The position peaked at $213K in Q2 2017. 341 funds tracked by Wall St. Rank hold TFI as of Q1 2022.

Pinnacle Associates reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Associates sold 4,025 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2022, an estimated $208K.
Pinnacle Associates first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 11 quarters.
Pinnacle Associates's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $213K in Q2 2017.
341 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2022.

Based on Pinnacle Associates's 13F filing for Q1 2022, filed 5 May 2022.