Whitegate Investment Counselors’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Whitegate Investment Counselors’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
2022 Q3	–	Sell	-4,400	Closed	-$202K	–	61
2022 Q2	$202K	Buy	+4,400	New	+$203K	0.07%	59
2018 Q3	–	Sell	-5,550	Closed	-$266K	–	188
2018 Q2	$266K	Sell	5,550 -640	-10%	-$30.6K	0.05%	164
2018 Q1	$297K	Buy	6,190 +100	+2%	+$4.81K	0.06%	158
2017 Q4	$298K	Sell	6,090 -185	-3%	-$9.05K	0.06%	154
2017 Q3	$307K	Sell	6,275 -3,150	-33%	-$155K	0.07%	152
2017 Q2	$459K	Buy	9,425 +750	+9%	+$36.4K	0.1%	127
2017 Q1	$416K	Buy	8,675 +1,650	+23%	+$78.6K	0.1%	132
2016 Q4	$333K	Buy	+7,025	New	+$340K	0.09%	130

Other funds holding TFI

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

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

Whitegate Investment Counselors's TFI Position: Q3 2022 in Review

Whitegate Investment Counselors sold out of State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) in Q3 2022, closing a stake of 4,400 shares — an estimated $202K sold.

Whitegate Investment Counselors first reported a position in TFI in Q4 2016 and held it in 8 quarters. The position peaked at $459K in Q2 2017. 313 funds tracked by Wall St. Rank hold TFI as of Q3 2022.

Whitegate Investment Counselors reported no remaining State Street SPDR Nuveen ICE Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Whitegate Investment Counselors sold 4,400 State Street SPDR Nuveen ICE Municipal Bond ETF shares in Q3 2022, an estimated $202K.
Whitegate Investment Counselors first reported a position in State Street SPDR Nuveen ICE Municipal Bond ETF in Q4 2016 and held it in 8 quarters.
Whitegate Investment Counselors's State Street SPDR Nuveen ICE Municipal Bond ETF position peaked at $459K in Q2 2017.
313 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Municipal Bond ETF as of Q3 2022.

Based on Whitegate Investment Counselors's 13F filing for Q3 2022, filed 4 Nov 2022.