TCI Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-90	Closed	-$2K	–	1429
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	976
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	1018
2018 Q2	$2K	Buy	90 +1	+1%	+$26	﹤0.01%	1051
2018 Q1	$2K	Hold	89	–	–	﹤0.01%	954
2017 Q4	$2K	Buy	+89	New	+$2.29K	﹤0.01%	1007

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

TCI Wealth Advisors's CWI Position: Q1 2019 in Review

TCI Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2019, closing a stake of 90 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in CWI in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 167 funds tracked by Wall St. Rank hold CWI as of Q1 2019.

TCI Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2019 after selling out during the quarter.
TCI Wealth Advisors sold 90 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2019, an estimated $2K.
TCI Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 5 quarters.
TCI Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2K in Q4 2018.
167 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2019.

Based on TCI Wealth Advisors's 13F filing for Q1 2019, filed 11 Apr 2019.