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

Wealthstreet 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
2019 Q1	–	Sell	-5,000	Closed	-$241K	–	347
2018 Q4	$241K	Hold	5,000	–	–	0.03%	292
2018 Q3	$237K	Hold	5,000	–	–	0.03%	320
2018 Q2	$240K	Hold	5,000	–	–	0.03%	312
2018 Q1	$240K	Hold	5,000	–	–	0.03%	309
2017 Q4	$245K	Buy	+5,000	New	+$245K	0.03%	302

Other funds holding TFI

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's TFI Position: Q1 2019 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q1 2019, closing a stake of 5,000 shares — an estimated $241K sold.

Wealthstreet Investment Advisors first reported a position in TFI in Q4 2017 and held it in 5 quarters. The position peaked at $245K in Q4 2017. 241 funds tracked by Wall St. Rank hold TFI as of Q1 2019.

Wealthstreet Investment Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,000 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q1 2019, an estimated $241K.
Wealthstreet Investment Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2017 and held it in 5 quarters.
Wealthstreet Investment Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $245K in Q4 2017.
241 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q1 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.