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

Private Wealth 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 Q4	–	Sell	-82,922	Closed	-$4.2M	–	36
2019 Q3	$4.2M	Buy	82,922 +896	+1%	+$45.5K	3.76%	8
2019 Q2	$4.11M	Sell	82,026 -4,525	-5%	-$225K	3.74%	8
2019 Q1	$4.26M	Sell	86,551 -301,424	-78%	-$14.6M	3.91%	7
2018 Q4	$18.7M	Buy	+387,975	New	+$18.4M	18.31%	3
2018 Q3	–	Sell	-90,659	Closed	-$4.35M	–	29
2018 Q2	$4.35M	Buy	+90,659	New	+$4.34M	4.15%	10
2018 Q1	–	Sell	-93,213	Closed	-$4.57M	–	26
2017 Q4	$4.57M	Buy	+93,213	New	+$4.56M	5.26%	6

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

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

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

Private Wealth Group's TFI Position: Q4 2019 in Review

Private Wealth Group sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2019, closing a stake of 82,922 shares — an estimated $4.2M sold.

Private Wealth Group first reported a position in TFI in Q4 2017 and held it in 6 quarters. The position peaked at $18.7M in Q4 2018. 264 funds tracked by Wall St. Rank hold TFI as of Q4 2019.

Private Wealth Group reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Private Wealth Group sold 82,922 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2019, an estimated $4.2M.
Private Wealth Group first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 6 quarters.
Private Wealth Group's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $18.7M in Q4 2018.
264 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2019.

Based on Private Wealth Group's 13F filing for Q4 2019, filed 21 Jan 2020.