TCI Wealth Advisors’s CDI Corp. CDI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-495	Closed	-$3K	–	1422
2017 Q2	$3K	Hold	495	–	–	﹤0.01%	941
2017 Q1	$4K	Hold	495	–	–	﹤0.01%	808
2016 Q4	$4K	Hold	495	–	–	﹤0.01%	874
2016 Q3	$3K	Buy	+495	New	+$2.9K	﹤0.01%	919

Other funds holding CDI

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TCI Wealth Advisors's CDI Position: Q3 2017 in Review

TCI Wealth Advisors sold out of CDI Corp. (CDI) in Q3 2017, closing a stake of 495 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in CDI in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q1 2017. 7 funds tracked by Wall St. Rank hold CDI as of Q3 2017.

TCI Wealth Advisors reported no remaining CDI Corp. position as of Q3 2017 after selling out during the quarter.
TCI Wealth Advisors sold 495 CDI Corp. shares in Q3 2017, an estimated $3K.
TCI Wealth Advisors first reported a position in CDI Corp. in Q3 2016 and held it in 4 quarters.
TCI Wealth Advisors's CDI Corp. position peaked at $4K in Q1 2017.
7 funds tracked by Wall St. Rank held CDI Corp. as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.