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TCI Wealth Advisors’s State Street SPDR Global Dow ETF DGT Stock Holding History

TCI Wealth Advisors’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-36
Closed -$2K – 862
2013
Q3 		$2K Buy
+36
New +$2.26K ﹤0.01% 624

Other funds holding DGT

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

TCI Wealth Advisors's DGT Position: Q4 2013 in Review

TCI Wealth Advisors sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2013, closing a stake of 36 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in DGT in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 26 funds tracked by Wall St. Rank hold DGT as of Q4 2013.

  • TCI Wealth Advisors reported no remaining State Street SPDR Global Dow ETF position as of Q4 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 36 State Street SPDR Global Dow ETF shares in Q4 2013, an estimated $2K.
  • TCI Wealth Advisors first reported a position in State Street SPDR Global Dow ETF in Q3 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's State Street SPDR Global Dow ETF position peaked at $2K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2013.

Based on TCI Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.