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USA Financial Formulas’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-146,933
Closed -$7.36M – 344
2016
Q3 		$7.36M Buy
146,933
+66,259
+82% +$3.34M 1.89% 13
2016
Q2 		$4.08M Sell
80,674
-239,475
-75% -$11.9M 1.12% 17
2016
Q1 		$15.8M Buy
+320,149
New +$15.8M 5.03% 5

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's TFI Position: Q4 2016 in Review

USA Financial Formulas sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 146,933 shares — an estimated $7.36M sold.

USA Financial Formulas first reported a position in TFI in Q1 2016 and held it in 3 quarters. The position peaked at $15.8M in Q1 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

  • USA Financial Formulas reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 146,933 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $7.36M.
  • USA Financial Formulas first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q1 2016 and held it in 3 quarters.
  • USA Financial Formulas's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $15.8M in Q1 2016.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.