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SII Investments’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

SII Investments’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
2017
Q4 		– Sell
-4,561
Closed -$223K – 580
2017
Q3 		$223K Buy
+4,561
New +$224K 0.01% 529
2016
Q4 		– Sell
-4,191
Closed -$210K – 621
2016
Q3 		$210K Buy
+4,191
New +$211K 0.02% 536
2013
Q3 		– Sell
-37,125
Closed -$1.7M – 388
2013
Q2 		$1.7M Buy
+37,125
New +$1.77M 0.37% 71

Other funds holding TFI

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SII Investments's TFI Position: Q4 2017 in Review

SII Investments sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2017, closing a stake of 4,561 shares — an estimated $223K sold.

SII Investments first reported a position in TFI in Q2 2013 and held it in 3 quarters. The position peaked at $1.7M in Q2 2013. 212 funds tracked by Wall St. Rank hold TFI as of Q4 2017.

  • SII Investments reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 4,561 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2017, an estimated $223K.
  • SII Investments first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 3 quarters.
  • SII Investments's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $1.7M in Q2 2013.
  • 212 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.