Sigma Investment Management’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Sigma Investment 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 Q4	$3M	Buy	62,452 +42,295	+210%	+$2M	2.4%	7
2018 Q3	$957K	Hold	20,157	–	–	0.78%	7
2018 Q2	$967K	Hold	20,157	–	–	0.8%	7
2018 Q1	$968K	Hold	20,157	–	–	0.81%	7
2017 Q4	$987K	Hold	20,157	–	–	0.81%	7
2017 Q3	$986K	Hold	20,157	–	–	0.84%	7
2017 Q2	$981K	Hold	20,157	–	–	0.84%	7
2017 Q1	$966K	Hold	20,157	–	–	0.86%	7
2016 Q4	$956K	Hold	20,157	–	–	0.83%	8
2016 Q3	$1.01M	Hold	20,157	–	–	0.86%	7
2016 Q2	$1.02M	Hold	20,157	–	–	0.86%	7
2016 Q1	$994K	Sell	20,157 -1,933	-9%	-$95.1K	0.83%	7
2015 Q4	$1.08M	Hold	22,090	–	–	0.66%	14
2015 Q3	$1.06M	Hold	22,090	–	–	0.69%	15
2015 Q2	$1.05M	Hold	22,090	–	–	0.64%	15
2015 Q1	$1.07M	Sell	22,090 -826	-4%	-$40.1K	0.65%	15
2014 Q4	$1.11M	Hold	22,916	–	–	0.69%	16
2014 Q3	$1.1M	Buy	22,916 +1,385	+6%	+$65.9K	0.78%	13
2014 Q2	$1.02M	Hold	21,531	–	–	0.7%	14
2014 Q1	$1M	Hold	21,531	–	–	0.7%	14
2013 Q4	$971K	Hold	21,531	–	–	0.65%	14
2013 Q3	$984K	Hold	21,531	–	–	0.69%	14
2013 Q2	$984K	Buy	+21,531	New	+$1.03M	0.73%	14

Other funds holding TFI

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Sigma Investment Management's TFI Position: Q4 2018 in Review

Sigma Investment Management increased its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 210% in Q4 2018, buying an estimated $2M and bringing the position to 62,452 shares worth $3M. The position accounts for 2.4% of the portfolio, ranked #7.

Sigma Investment Management first reported a position in TFI in Q2 2013 and has held it in 23 quarters since. 242 funds tracked by Wall St. Rank hold TFI as of Q4 2018.

Sigma Investment Management held 62,452 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $3M as of Q4 2018.
Sigma Investment Management bought 42,295 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2018, an estimated $2M.
State Street SPDR Nuveen ICE Municipal Bond ETF made up 2.4% of Sigma Investment Management's portfolio in Q4 2018, its #7 holding.
Sigma Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and has held it in 23 quarters since.
242 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.