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

WFG 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
2016 Q4	–	Sell	-70	Closed	-$4K	–	1718
2016 Q3	$4K	Sell	70 -2,884	-98%	-$145K	﹤0.01%	1316
2016 Q2	$149K	Buy	2,954 +1,532	+108%	+$76.4K	0.04%	405
2016 Q1	$70K	Buy	1,422 +514	+57%	+$25.3K	0.02%	573
2015 Q4	$44K	Buy	908 +314	+53%	+$15.2K	0.01%	701
2015 Q3	$29K	Buy	594 +523	+737%	+$25K	0.01%	784
2015 Q2	$3K	Sell	71 -50	-41%	-$2.38K	﹤0.01%	1433
2015 Q1	$6K	Buy	121 +3	+3%	+$146	﹤0.01%	1335
2014 Q4	$6K	Buy	118 +47	+66%	+$2.26K	﹤0.01%	1611
2014 Q3	$3K	Hold	71	–	–	﹤0.01%	1814
2014 Q2	$3K	Hold	71	–	–	﹤0.01%	1780
2014 Q1	$3K	Hold	71	–	–	﹤0.01%	1758
2013 Q4	$3K	Hold	71	–	–	﹤0.01%	1899
2013 Q3	$3K	Sell	71 -331	-82%	-$14.9K	﹤0.01%	1867
2013 Q2	$18K	Buy	+402	New	+$19.2K	﹤0.01%	1252

Other funds holding TFI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFG Advisors's TFI Position: Q4 2016 in Review

WFG Advisors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q4 2016, closing a stake of 70 shares — an estimated $4K sold.

WFG Advisors first reported a position in TFI in Q2 2013 and held it in 14 quarters. The position peaked at $149K in Q2 2016. 176 funds tracked by Wall St. Rank hold TFI as of Q4 2016.

WFG Advisors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 70 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q4 2016, an estimated $4K.
WFG Advisors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q2 2013 and held it in 14 quarters.
WFG Advisors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $149K in Q2 2016.
176 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.