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Richard Bernstein Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Richard Bernstein 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
2016
Q4 		– Sell
-81
Closed -$4K – 231
2016
Q3 		$4K Buy
+81
New +$4.08K ﹤0.01% 205

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Bank of America
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Northwestern Mutual Wealth Management
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CSIA
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Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richard Bernstein Advisors's TFI Position: Q4 2016 in Review

Richard Bernstein Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 81 shares — an estimated $4K sold.

Richard Bernstein Advisors first reported a position in TFI in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

  • Richard Bernstein Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Richard Bernstein Advisors sold 81 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $4K.
  • Richard Bernstein Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2016 and held it in 1 quarter.
  • Richard Bernstein Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $4K in Q3 2016.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on Richard Bernstein Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.