Syntal Capital Partners’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Syntal Capital Partners’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
2019 Q4	–	Sell	-6,133	Closed	-$310K	–	191
2019 Q3	$310K	Sell	6,133 -11,533	-65%	-$585K	0.08%	170
2019 Q2	$885K	Hold	17,666	–	–	0.19%	118
2019 Q1	$870K	Hold	17,666	–	–	0.39%	41
2018 Q4	$850K	Hold	17,666	–	–	0.52%	27
2018 Q3	$838K	Buy	+17,666	New	+$846K	0.29%	66
2018 Q2	–	Sell	-17,666	Closed	-$848K	–	155
2018 Q1	$848K	Buy	17,666 +1,216	+7%	+$58.5K	0.3%	71
2017 Q4	$805K	Hold	16,450	–	–	0.25%	82
2017 Q3	$804K	Hold	16,450	–	–	0.58%	26
2017 Q2	$800	Hold	16,450	–	–	0.17%	18
2017 Q1	$788K	Hold	16,450	–	–	0.65%	16
2016 Q4	$783K	Buy	16,450 +3,254	+25%	+$158K	0.73%	15
2016 Q3	$660	Buy	13,196 +1,966	+18%	+$99K	0.4%	16
2016 Q2	$568K	Hold	11,230	–	–	0.67%	13
2016 Q1	$554K	Sell	11,230 -1	-0%	-$49	0.67%	13
2015 Q4	$549K	Hold	11,231	–	–	0.6%	16
2015 Q3	$541K	Buy	11,231 +16	+0.1%	+$764	0.76%	13
2015 Q2	$532	Hold	11,215	–	–	0.53%	15
2015 Q1	$543K	Sell	11,215 -433	-4%	-$21K	0.67%	14
2014 Q4	$563K	Hold	11,648	–	–	0.33%	14
2014 Q3	$559K	Hold	11,648	–	–	0.28%	19
2014 Q2	$551K	Hold	11,648	–	–	0.27%	28
2014 Q1	$541	Buy	+11,648	New	+$538K	0.32%	30

Other funds holding TFI

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

CSIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

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

Syntal Capital Partners's TFI Position: Q4 2019 in Review

Syntal Capital Partners sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2019, closing a stake of 6,133 shares — an estimated $310K sold.

Syntal Capital Partners first reported a position in TFI in Q1 2014 and held it in 22 quarters. The position peaked at $885K in Q2 2019. 264 funds tracked by Wall St. Rank hold TFI as of Q4 2019.

Syntal Capital Partners reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
Syntal Capital Partners sold 6,133 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2019, an estimated $310K.
Syntal Capital Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2014 and held it in 22 quarters.
Syntal Capital Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $885K in Q2 2019.
264 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2019.

Based on Syntal Capital Partners's 13F filing for Q4 2019, filed 10 Feb 2020.