Simply Money Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Simply Money 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
2017 Q4	–	Sell	-36,120	Closed	-$1.77M	–	33
2017 Q3	$1.77M	Sell	36,120 -1,188	-3%	-$58.3K	0.23%	27
2017 Q2	$1.82M	Buy	37,308 +2,067	+6%	+$100K	0.25%	27
2017 Q1	$1.69M	Sell	35,241 -16,544	-32%	-$788K	0.24%	25
2016 Q4	$2.46M	Sell	51,785 -13,275	-20%	-$643K	0.35%	24
2016 Q3	$3.26M	Buy	+65,060	New	+$3.27M	0.5%	18

Other funds holding TFI

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Simply Money Advisors's TFI Position: Q4 2017 in Review

Simply Money Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2017, closing a stake of 36,120 shares — an estimated $1.77M sold.

Simply Money Advisors first reported a position in TFI in Q3 2016 and held it in 5 quarters. The position peaked at $3.26M in Q3 2016. 212 funds tracked by Wall St. Rank hold TFI as of Q4 2017.

Simply Money Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2017 after selling out during the quarter.
Simply Money Advisors sold 36,120 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2017, an estimated $1.77M.
Simply Money Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q3 2016 and held it in 5 quarters.
Simply Money Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $3.26M in Q3 2016.
212 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2017.

Based on Simply Money Advisors's 13F filing for Q4 2017, filed 9 Jan 2018.