TWA
CNL

TCI Wealth Advisors’s CLECO CRP (HOLDING CO) CNL Stock Holding History

TCI Wealth Advisors’s Portfolio CNL Stock Details CNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-298
Closed -$16K – 1466
2016
Q1 		$16K Hold
298
– – 0.01% 492
2015
Q4 		$16K Buy
+298
New +$15.5K 0.01% 482

Other funds holding CNL

RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

TCI Wealth Advisors's CNL Position: Q2 2016 in Review

TCI Wealth Advisors sold out of CLECO CRP (HOLDING CO) (CNL) in Q2 2016, closing a stake of 298 shares — an estimated $16K sold.

TCI Wealth Advisors first reported a position in CNL in Q4 2015 and held it in 2 quarters. The position peaked at $16K in Q1 2016. 1 fund tracked by Wall St. Rank holds CNL as of Q2 2016.

  • TCI Wealth Advisors reported no remaining CLECO CRP (HOLDING CO) position as of Q2 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 298 CLECO CRP (HOLDING CO) shares in Q2 2016, an estimated $16K.
  • TCI Wealth Advisors first reported a position in CLECO CRP (HOLDING CO) in Q4 2015 and held it in 2 quarters.
  • TCI Wealth Advisors's CLECO CRP (HOLDING CO) position peaked at $16K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held CLECO CRP (HOLDING CO) as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.