TWA
AEC

TCI Wealth Advisors’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History

TCI Wealth Advisors’s Portfolio AEC Stock Details AEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-500
Closed -$7K – 908
2013
Q3 		$7K Buy
+500
New +$7.61K 0.01% 445

Other funds holding AEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TCI Wealth Advisors's AEC Position: Q4 2013 in Review

TCI Wealth Advisors sold out of ASSOCIATED ESTATES REALTY CORP (AEC) in Q4 2013, closing a stake of 500 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in AEC in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 164 funds tracked by Wall St. Rank hold AEC as of Q4 2013.

  • TCI Wealth Advisors reported no remaining ASSOCIATED ESTATES REALTY CORP position as of Q4 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 500 ASSOCIATED ESTATES REALTY CORP shares in Q4 2013, an estimated $7K.
  • TCI Wealth Advisors first reported a position in ASSOCIATED ESTATES REALTY CORP in Q3 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's ASSOCIATED ESTATES REALTY CORP position peaked at $7K in Q3 2013.
  • 164 funds tracked by Wall St. Rank held ASSOCIATED ESTATES REALTY CORP as of Q4 2013.

Based on TCI Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.