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RKL Wealth Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

RKL Wealth Management’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
2018
Q2 		– Sell
-6,379
Closed -$307K – 133
2018
Q1 		$307K Sell
6,379
-8
-0.1% -$385 0.07% 118
2017
Q4 		$312K Sell
6,387
-1
-0% -$49 0.08% 119
2017
Q3 		$313K Buy
6,388
+26
+0.4% +$1.28K 0.09% 123
2017
Q2 		$311K Buy
+6,362
New +$309K 0.1% 118

Other funds holding TFI

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RKL Wealth Management's TFI Position: Q2 2018 in Review

RKL Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q2 2018, closing a stake of 6,379 shares — an estimated $307K sold.

RKL Wealth Management first reported a position in TFI in Q2 2017 and held it in 4 quarters. The position peaked at $313K in Q3 2017. 214 funds tracked by Wall St. Rank hold TFI as of Q2 2018.

  • RKL Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q2 2018 after selling out during the quarter.
  • RKL Wealth Management sold 6,379 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q2 2018, an estimated $307K.
  • RKL Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2017 and held it in 4 quarters.
  • RKL Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $313K in Q3 2017.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q2 2018.

Based on RKL Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.