STALEY CAPITAL ADVISERS’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

STALEY CAPITAL ADVISERS’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 Q3	–	Sell	-4,400	Closed	-$227K	–	166
2020 Q2	$227K	Hold	4,400	–	–	0.02%	142
2020 Q1	$220K	Hold	4,400	–	–	0.02%	132
2019 Q4	$223K	Hold	4,400	–	–	0.02%	165
2019 Q3	$223K	Hold	4,400	–	–	0.02%	158
2019 Q2	$221K	Hold	4,400	–	–	0.02%	162
2019 Q1	$217K	Hold	4,400	–	–	0.02%	153
2018 Q4	$212K	Hold	4,400	–	–	0.02%	150
2018 Q3	$209K	Hold	4,400	–	–	0.01%	159
2018 Q2	$211K	Hold	4,400	–	–	0.02%	156
2018 Q1	$211K	Hold	4,400	–	–	0.02%	144
2017 Q4	$215K	Hold	4,400	–	–	0.02%	152
2017 Q3	$215K	Hold	4,400	–	–	0.02%	152
2017 Q2	$214K	Hold	4,400	–	–	0.02%	156
2017 Q1	$211K	Hold	4,400	–	–	0.02%	130
2016 Q4	$209K	Hold	4,400	–	–	0.02%	123
2016 Q3	$220K	Hold	4,400	–	–	0.02%	116
2016 Q2	$223K	Hold	4,400	–	–	0.02%	120
2016 Q1	$217K	Hold	4,400	–	–	0.02%	119
2015 Q4	$215K	Hold	4,400	–	–	0.02%	112
2015 Q3	$212K	Hold	4,400	–	–	0.03%	117
2015 Q2	$209K	Hold	4,400	–	–	0.02%	120
2015 Q1	$213K	Buy	+4,400	New	+$213K	0.02%	123
2014 Q4	–	Sell	-4,400	Closed	-$211K	–	138
2014 Q3	$211K	Hold	4,400	–	–	0.03%	122
2014 Q2	$208K	Hold	4,400	–	–	0.02%	121
2014 Q1	$205K	Buy	+4,400	New	+$203K	0.03%	122
2013 Q4	–	Sell	-4,400	Closed	-$201K	–	129
2013 Q3	$201K	Hold	4,400	–	–	0.03%	112
2013 Q2	$201K	Buy	+4,400	New	+$210K	0.03%	101

Other funds holding TFI

CSIA

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

STALEY CAPITAL ADVISERS's TFI Position: Q3 2020 in Review

STALEY CAPITAL ADVISERS sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2020, closing a stake of 4,400 shares — an estimated $227K sold.

STALEY CAPITAL ADVISERS first reported a position in TFI in Q2 2013 and held it in 27 quarters. The position peaked at $227K in Q2 2020. 271 funds tracked by Wall St. Rank hold TFI as of Q3 2020.

STALEY CAPITAL ADVISERS reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 4,400 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2020, an estimated $227K.
STALEY CAPITAL ADVISERS first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 27 quarters.
STALEY CAPITAL ADVISERS's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $227K in Q2 2020.
271 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2020.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2020, filed 13 Nov 2020.