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

SeaCrest 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
2022 Q3	–	Sell	-640	Closed	-$29K	–	1431
2022 Q2	$29K	Buy	+640	New	+$29.6K	﹤0.01%	1346
2019 Q2	–	Sell	-929	Closed	-$46K	–	1707
2019 Q1	$46K	Hold	929	–	–	0.01%	971
2018 Q4	$45K	Sell	929 -960	-51%	-$45.4K	0.01%	938
2018 Q3	$90K	Hold	1,889	–	–	0.02%	785
2018 Q2	$91K	Sell	1,889 -2,300	-55%	-$110K	0.02%	752
2018 Q1	$201K	Hold	4,189	–	–	0.04%	486
2017 Q4	$205K	Buy	+4,189	New	+$205K	0.04%	483

Other funds holding TFI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

SeaCrest Wealth Management's TFI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 640 shares — an estimated $29K sold.

SeaCrest Wealth Management first reported a position in TFI in Q4 2017 and held it in 7 quarters. The position peaked at $205K in Q4 2017. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 640 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $29K.
SeaCrest Wealth Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $205K in Q4 2017.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.