Advisor Group’s Transcontinental Realty Investors TCI Stock Holding History

Advisor Group’s Portfolio TCI Stock Details TCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-74	Closed	-$1K	–	4796
2016 Q4	$1K	Hold	74	–	–	﹤0.01%	4397
2016 Q3	$1K	Hold	74	–	–	﹤0.01%	4355
2016 Q2	$0	Buy	+74	New	+$701	﹤0.01%	4492

Other funds holding TCI

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GBBWRPM

Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

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

Advisor Group's TCI Position: Q1 2017 in Review

Advisor Group sold out of Transcontinental Realty Investors (TCI) in Q1 2017, closing a stake of 74 shares — an estimated $1K sold.

Advisor Group first reported a position in TCI in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 9 funds tracked by Wall St. Rank hold TCI as of Q1 2017.

Advisor Group reported no remaining Transcontinental Realty Investors position as of Q1 2017 after selling out during the quarter.
Advisor Group sold 74 Transcontinental Realty Investors shares in Q1 2017, an estimated $1K.
Advisor Group first reported a position in Transcontinental Realty Investors in Q2 2016 and held it in 3 quarters.
Advisor Group's Transcontinental Realty Investors position peaked at $1K in Q4 2016.
9 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.