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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Bank of Montreal

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