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

Sonora 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
2021
Q1 		– Sell
-210
Closed -$11K – 1797
2020
Q4 		$11K Buy
+210
New +$10.9K ﹤0.01% 1174

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sonora Investment Management's TFI Position: Q1 2021 in Review

Sonora Investment Management sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2021, closing a stake of 210 shares — an estimated $11K sold.

Sonora Investment Management first reported a position in TFI in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 314 funds tracked by Wall St. Rank hold TFI as of Q1 2021.

  • Sonora Investment Management reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 210 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2021, an estimated $11K.
  • Sonora Investment Management first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Sonora Investment Management's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $11K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.