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United Services Automobile Association’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

United Services Automobile Association’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
2016
Q1 		– Sell
-409,752
Closed -$20M – 1352
2015
Q4 		$20M Sell
409,752
-21,961
-5% -$1.06M 0.07% 294
2015
Q3 		$20.8M Sell
431,713
-1,465
-0.3% -$70K 0.08% 282
2015
Q2 		$20.6M Buy
433,178
+11,452
+3% +$546K 0.07% 298
2015
Q1 		$20.4M Buy
421,726
+4,265
+1% +$207K 0.07% 307
2014
Q4 		$20.2M Buy
417,461
+9,248
+2% +$445K 0.07% 304
2014
Q3 		$19.6M Buy
408,213
+8,940
+2% +$425K 0.07% 302
2014
Q2 		$18.9M Buy
399,273
+17,317
+5% +$816K 0.07% 310
2014
Q1 		$17.8M Buy
381,956
+28,906
+8% +$1.33M 0.07% 305
2013
Q4 		$15.9M Sell
353,050
-33,056
-9% -$1.51M 0.06% 314
2013
Q3 		$17.6M Sell
386,106
-13,164
-3% -$591K 0.08% 283
2013
Q2 		$18.3M Buy
+399,270
New +$19M 0.09% 264

Other funds holding TFI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

United Services Automobile Association's TFI Position: Q1 2016 in Review

United Services Automobile Association sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2016, closing a stake of 409,752 shares — an estimated $20M sold.

United Services Automobile Association first reported a position in TFI in Q2 2013 and held it in 11 quarters. The position peaked at $20.8M in Q3 2015. 140 funds tracked by Wall St. Rank hold TFI as of Q1 2016.

  • United Services Automobile Association reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2016 after selling out during the quarter.
  • United Services Automobile Association sold 409,752 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2016, an estimated $20M.
  • United Services Automobile Association first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 11 quarters.
  • United Services Automobile Association's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $20.8M in Q3 2015.
  • 140 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2016.

Based on United Services Automobile Association's 13F filing for Q1 2016, filed 12 May 2016.