TWA
CMBT

TCI Wealth Advisors’s CMB.TECH NV CMBT Stock Holding History

TCI Wealth Advisors’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$1K – 1689
2018
Q3 		$1K Hold
150
– – ﹤0.01% 1362
2018
Q2 		$1K Buy
+150
New +$1.32K ﹤0.01% 1403

Other funds holding CMBT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

TCI Wealth Advisors's CMBT Position: Q4 2018 in Review

TCI Wealth Advisors sold out of CMB.TECH NV (CMBT) in Q4 2018, closing a stake of 150 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in CMBT in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 81 funds tracked by Wall St. Rank hold CMBT as of Q4 2018.

  • TCI Wealth Advisors reported no remaining CMB.TECH NV position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 150 CMB.TECH NV shares in Q4 2018, an estimated $1K.
  • TCI Wealth Advisors first reported a position in CMB.TECH NV in Q2 2018 and held it in 2 quarters.
  • TCI Wealth Advisors's CMB.TECH NV position peaked at $1K in Q3 2018.
  • 81 funds tracked by Wall St. Rank held CMB.TECH NV as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.