TWA
CSS

TCI Wealth Advisors’s CSS Industries, Inc. CSS Stock Holding History

TCI Wealth Advisors’s Portfolio CSS Stock Details CSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-140
Closed -$4K – 1409
2017
Q2 		$4K Buy
140
+1
+0.7% +$26 ﹤0.01% 841
2017
Q1 		$4K Buy
139
+2
+1% +$51 ﹤0.01% 804
2016
Q4 		$4K Buy
137
+1
+0.7% +$26 ﹤0.01% 868
2016
Q3 		$3K Buy
136
+1
+0.7% +$26 ﹤0.01% 913
2016
Q2 		$4K Buy
135
+1
+0.7% +$27 ﹤0.01% 809
2016
Q1 		$4K Buy
134
+1
+0.8% +$27 ﹤0.01% 805
2015
Q4 		$4K Hold
133
– – ﹤0.01% 771
2015
Q3 		$3K Buy
133
+1
+0.8% +$28 ﹤0.01% 756
2015
Q2 		$4K Buy
132
+1
+0.8% +$29 ﹤0.01% 707
2015
Q1 		$4K Buy
131
+1
+0.8% +$29 ﹤0.01% 637
2014
Q4 		$4K Buy
130
+1
+0.8% +$28 ﹤0.01% 628
2014
Q3 		$3K Hold
129
– – ﹤0.01% 699
2014
Q2 		$3K Buy
129
+1
+0.8% +$25 ﹤0.01% 719
2014
Q1 		$3K Buy
128
+1
+0.8% +$27 ﹤0.01% 681
2013
Q4 		$4K Hold
127
– – ﹤0.01% 619
2013
Q3 		$3K Buy
+127
New +$3.2K ﹤0.01% 607

Other funds holding CSS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

TCI Wealth Advisors sold out of CSS Industries, Inc. (CSS) in Q3 2017, closing a stake of 140 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in CSS in Q3 2013 and held it in 16 quarters. The position peaked at $4K in Q2 2017. 72 funds tracked by Wall St. Rank hold CSS as of Q3 2017.

  • TCI Wealth Advisors reported no remaining CSS Industries, Inc. position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 140 CSS Industries, Inc. shares in Q3 2017, an estimated $4K.
  • TCI Wealth Advisors first reported a position in CSS Industries, Inc. in Q3 2013 and held it in 16 quarters.
  • TCI Wealth Advisors's CSS Industries, Inc. position peaked at $4K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held CSS Industries, Inc. as of Q3 2017.

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