TCI Wealth Advisors’s Cincinnati Bell Inc. CBB Stock Holding History

TCI Wealth Advisors’s Portfolio CBB Stock Details CBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-148	Closed	-$2K	–	1751
2020 Q3	$2K	Buy	148 +79	+114%	+$1.19K	﹤0.01%	1238
2020 Q2	$1K	Hold	69	–	–	﹤0.01%	1432
2020 Q1	$1K	Buy	+69	New	+$897	﹤0.01%	1435
2018 Q2	–	Sell	-35	Closed	–	–	1692
2018 Q1	$0	Hold	35	–	–	﹤0.01%	1498
2017 Q4	$1K	Hold	35	–	–	﹤0.01%	1361
2017 Q3	$1K	Hold	35	–	–	﹤0.01%	1310
2017 Q2	$1K	Sell	35 -10	-22%	-$179	﹤0.01%	1320
2017 Q1	$1K	Buy	45 +10	+29%	+$208	﹤0.01%	1269
2016 Q4	$1K	Buy	+35	New	+$712	﹤0.01%	1335
2016 Q3	–	Sell	-36	Closed	-$1K	–	1470
2016 Q2	$1K	Hold	36	–	–	﹤0.01%	1274
2016 Q1	$1K	Buy	+36	New	+$604	﹤0.01%	1288

Other funds holding CBB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

TCI Wealth Advisors's CBB Position: Q4 2020 in Review

TCI Wealth Advisors sold out of Cincinnati Bell Inc. (CBB) in Q4 2020, closing a stake of 148 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CBB in Q1 2016 and held it in 11 quarters. The position peaked at $2K in Q3 2020. 159 funds tracked by Wall St. Rank hold CBB as of Q4 2020.

TCI Wealth Advisors reported no remaining Cincinnati Bell Inc. position as of Q4 2020 after selling out during the quarter.
TCI Wealth Advisors sold 148 Cincinnati Bell Inc. shares in Q4 2020, an estimated $2K.
TCI Wealth Advisors first reported a position in Cincinnati Bell Inc. in Q1 2016 and held it in 11 quarters.
TCI Wealth Advisors's Cincinnati Bell Inc. position peaked at $2K in Q3 2020.
159 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.