TCI Wealth Advisors’s ENI E Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-26	Closed	-$1K	–	1486
2018 Q3	$1K	Sell	26 -52	-67%	-$1.96K	﹤0.01%	1197
2018 Q2	$3K	Buy	+78	New	+$2.93K	﹤0.01%	928
2016 Q4	–	Sell	-384	Closed	-$11K	–	1380
2016 Q3	$11K	Buy	384 +79	+26%	+$2.4K	0.01%	548
2016 Q2	$10K	Buy	+305	New	+$9.39K	0.01%	566
2014 Q4	–	Sell	-171	Closed	-$8K	–	898
2014 Q3	$8K	Hold	171	–	–	0.01%	480
2014 Q2	$9K	Hold	171	–	–	0.01%	473
2014 Q1	$9K	Hold	171	–	–	0.01%	438
2013 Q4	$8K	Hold	171	–	–	0.01%	456
2013 Q3	$0	Buy	+171	New	+$7.69K	﹤0.01%	796

Other funds holding E

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of ENI (E) in Q4 2018, closing a stake of 26 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in E in Q3 2013 and held it in 9 quarters. The position peaked at $11K in Q3 2016. 179 funds tracked by Wall St. Rank hold E as of Q4 2018.

TCI Wealth Advisors reported no remaining ENI position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 26 ENI shares in Q4 2018, an estimated $1K.
TCI Wealth Advisors first reported a position in ENI in Q3 2013 and held it in 9 quarters.
TCI Wealth Advisors's ENI position peaked at $11K in Q3 2016.
179 funds tracked by Wall St. Rank held ENI as of Q4 2018.

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