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Vantage Investment Advisors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$543K Hold
11,446
– – 0.11% 93
2018
Q2 		$549K Hold
11,446
– – 0.13% 85
2018
Q1 		$550K Buy
11,446
+1,694
+17% +$81.5K 0.14% 84
2017
Q4 		$478K Buy
+9,752
New +$477K 0.11% 99

Other funds holding TFI

Financial Engines Advisors
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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantage Investment Advisors's TFI Position: Q3 2018 in Review

Vantage Investment Advisors held its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) position steady in Q3 2018 at 11,446 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #93.

Vantage Investment Advisors first reported a position in TFI in Q4 2017 and has held it in 4 quarters since. The position peaked at $550K in Q1 2018. 215 funds tracked by Wall St. Rank hold TFI as of Q3 2018.

  • Vantage Investment Advisors held 11,446 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $543K as of Q3 2018.
  • Vantage Investment Advisors left its State Street SPDR Nuveen ICE Municipal Bond ETF share count unchanged in Q3 2018.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up 0.11% of Vantage Investment Advisors's portfolio in Q3 2018, its #93 holding.
  • Vantage Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and has held it in 4 quarters since.
  • Vantage Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $550K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.