TWA
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TCI Wealth Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

TCI Wealth Advisors’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-800
Closed -$23K – 1298
2016
Q4 		$23K Buy
+800
New +$23.3K 0.01% 453

Other funds holding CGW

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Invesco S&P Global Water Index ETF (CGW) in Q1 2017, closing a stake of 800 shares — an estimated $23K sold.

TCI Wealth Advisors first reported a position in CGW in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 75 funds tracked by Wall St. Rank hold CGW as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Invesco S&P Global Water Index ETF position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 800 Invesco S&P Global Water Index ETF shares in Q1 2017, an estimated $23K.
  • TCI Wealth Advisors first reported a position in Invesco S&P Global Water Index ETF in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco S&P Global Water Index ETF position peaked at $23K in Q4 2016.
  • 75 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2017.

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