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MYCIO Wealth Partners’s TransAlta TAC Stock Holding History

MYCIO Wealth Partners’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,000
Closed -$65K – 597
2013
Q3 		$65K Hold
5,000
– – 0.02% 211
2013
Q2 		$69K Buy
+5,000
New +$70.6K 0.02% 201

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

MYCIO Wealth Partners's TAC Position: Q4 2013 in Review

MYCIO Wealth Partners sold out of TransAlta (TAC) in Q4 2013, closing a stake of 5,000 shares — an estimated $65K sold.

MYCIO Wealth Partners first reported a position in TAC in Q2 2013 and held it in 2 quarters. The position peaked at $69K in Q2 2013. 97 funds tracked by Wall St. Rank hold TAC as of Q4 2013.

  • MYCIO Wealth Partners reported no remaining TransAlta position as of Q4 2013 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,000 TransAlta shares in Q4 2013, an estimated $65K.
  • MYCIO Wealth Partners first reported a position in TransAlta in Q2 2013 and held it in 2 quarters.
  • MYCIO Wealth Partners's TransAlta position peaked at $69K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held TransAlta as of Q4 2013.

Based on MYCIO Wealth Partners's 13F filing for Q4 2013, filed 11 Feb 2014.