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Private Ocean’s Transcontinental Realty Investors TCI Stock Holding History

Private Ocean’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
2014
Q2 		– Sell
-375
Closed -$5K – 225
2014
Q1 		$5K Buy
+375
New +$5.05K ﹤0.01% 177

Other funds holding TCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Private Ocean's TCI Position: Q2 2014 in Review

Private Ocean sold out of Transcontinental Realty Investors (TCI) in Q2 2014, closing a stake of 375 shares — an estimated $5K sold.

Private Ocean first reported a position in TCI in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 11 funds tracked by Wall St. Rank hold TCI as of Q2 2014.

  • Private Ocean reported no remaining Transcontinental Realty Investors position as of Q2 2014 after selling out during the quarter.
  • Private Ocean sold 375 Transcontinental Realty Investors shares in Q2 2014, an estimated $5K.
  • Private Ocean first reported a position in Transcontinental Realty Investors in Q1 2014 and held it in 1 quarter.
  • Private Ocean's Transcontinental Realty Investors position peaked at $5K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q2 2014.

Based on Private Ocean's 13F filing for Q2 2014, filed 30 Jul 2014.