TWA
CCA

TCI Wealth Advisors’s MFS California Municipal Fund CCA Stock Holding History

TCI Wealth Advisors’s Portfolio CCA Stock Details CCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,000
Closed -$56K – 1427
2016
Q4 		$56K Buy
+5,000
New +$60.6K 0.03% 317

Other funds holding CCA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

TCI Wealth Advisors's CCA Position: Q1 2017 in Review

TCI Wealth Advisors sold out of MFS California Municipal Fund (CCA) in Q1 2017, closing a stake of 5,000 shares — an estimated $56K sold.

TCI Wealth Advisors first reported a position in CCA in Q4 2016 and held it in 1 quarter. The position peaked at $56K in Q4 2016. 13 funds tracked by Wall St. Rank hold CCA as of Q1 2017.

  • TCI Wealth Advisors reported no remaining MFS California Municipal Fund position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 5,000 MFS California Municipal Fund shares in Q1 2017, an estimated $56K.
  • TCI Wealth Advisors first reported a position in MFS California Municipal Fund in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's MFS California Municipal Fund position peaked at $56K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.