Signature Estate & Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Signature Estate & Investment 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
2020 Q1	–	Sell	-3,993	Closed	-$202K	–	159
2019 Q4	$202K	Buy	+3,993	New	+$202K	0.01%	157
2019 Q1	–	Sell	-3,683	Closed	-$177K	–	177
2018 Q4	$177K	Buy	+3,683	New	+$174K	0.02%	151
2018 Q3	–	Sell	-5,418	Closed	-$260K	–	172
2018 Q2	$260K	Hold	5,418	–	–	0.02%	123
2018 Q1	$260K	Buy	5,418 +98	+2%	+$4.72K	0.03%	125
2017 Q4	$261K	Buy	+5,320	New	+$260K	0.03%	129

Other funds holding TFI

CSIA

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

Signature Estate & Investment Advisors's TFI Position: Q1 2020 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2020, closing a stake of 3,993 shares — an estimated $202K sold.

Signature Estate & Investment Advisors first reported a position in TFI in Q4 2017 and held it in 5 quarters. The position peaked at $261K in Q4 2017. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

Signature Estate & Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2020 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,993 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $202K.
Signature Estate & Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 5 quarters.
Signature Estate & Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $261K in Q4 2017.
273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.