Robert N. Shapiro’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Robert N. Shapiro’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
2014 Q4	$25K	Buy	526 +74	+16%	+$3.56K	0.01%	581
2014 Q3	$22K	Buy	452 +32	+8%	+$1.52K	﹤0.01%	620
2014 Q2	$20K	Hold	420	–	–	﹤0.01%	588
2014 Q1	$19K	Hold	420	–	–	﹤0.01%	583
2013 Q4	$19K	Hold	420	–	–	﹤0.01%	589
2013 Q3	$19K	Buy	420 +24	+6%	+$1.08K	﹤0.01%	790
2013 Q2	$18K	Buy	+396	New	+$18.9K	﹤0.01%	742

Other funds holding TFI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Robert N. Shapiro's TFI Position: Q4 2014 in Review

Robert N. Shapiro increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 16% in Q4 2014, buying an estimated $3.56K and bringing the position to 526 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #581.

Robert N. Shapiro first reported a position in TFI in Q2 2013 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold TFI as of Q4 2014.

Robert N. Shapiro held 526 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $25K as of Q4 2014.
Robert N. Shapiro bought 74 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2014, an estimated $3.56K.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #581 holding.
Robert N. Shapiro first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.