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TCI Wealth Advisors’s BlackBerry BB Stock Holding History

TCI Wealth Advisors’s Portfolio BB Stock Details BB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,000
Closed -$9K – 959
2015
Q1 		$9K Buy
+1,000
New +$10.2K 0.01% 473
2013
Q3 		– Sell
-1,255
Closed -$13K – 788
2013
Q2 		$13K Buy
+1,255
New +$18.2K 0.01% 336

Other funds holding BB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
DLPIC
Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TCI Wealth Advisors's BB Position: Q2 2015 in Review

TCI Wealth Advisors sold out of BlackBerry (BB) in Q2 2015, closing a stake of 1,000 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in BB in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q2 2013. 226 funds tracked by Wall St. Rank hold BB as of Q2 2015.

  • TCI Wealth Advisors reported no remaining BlackBerry position as of Q2 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,000 BlackBerry shares in Q2 2015, an estimated $9K.
  • TCI Wealth Advisors first reported a position in BlackBerry in Q2 2013 and held it in 2 quarters.
  • TCI Wealth Advisors's BlackBerry position peaked at $13K in Q2 2013.
  • 226 funds tracked by Wall St. Rank held BlackBerry as of Q2 2015.

Based on TCI Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.