VCP
TFI icon

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

Verus 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
2020
Q1 		$4K Sell
71
-166
-70% -$8.43K ﹤0.01% 1240
2019
Q4 		$12K Buy
+237
New +$12K ﹤0.01% 1063

Other funds holding TFI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Verus Capital Partners's TFI Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) stake by 70% in Q1 2020, selling an estimated $8.43K and leaving 71 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Verus Capital Partners first reported a position in TFI in Q4 2019 and has held it in 2 quarters since. The position peaked at $12K in Q4 2019. 273 funds tracked by Wall St. Rank hold TFI as of Q1 2020.

  • Verus Capital Partners held 71 shares of State Street SPDR Nuveen ICE Municipal Bond ETF worth $4K as of Q1 2020.
  • Verus Capital Partners sold 166 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2020, an estimated $8.43K.
  • State Street SPDR Nuveen ICE Municipal Bond ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1240 holding.
  • Verus Capital Partners first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $12K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.