TCI Wealth Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-58	Closed	-$2K	–	902
2014 Q1	$2K	Hold	58	–	–	﹤0.01%	705
2013 Q4	$2K	Buy	+58	New	+$2.35K	﹤0.01%	704

Other funds holding EDIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCI Wealth Advisors's EDIV Position: Q2 2014 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2014, closing a stake of 58 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in EDIV in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q1 2014. 69 funds tracked by Wall St. Rank hold EDIV as of Q2 2014.

TCI Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2014 after selling out during the quarter.
TCI Wealth Advisors sold 58 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2014, an estimated $2K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2013 and held it in 2 quarters.
TCI Wealth Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $2K in Q1 2014.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2014.

Based on TCI Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.