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TCI Wealth Advisors’s Ericsson ERIC Stock Holding History

TCI Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-80
Closed -$1K – 1495
2018
Q3 		$1K Sell
80
-162
-67% -$1.33K ﹤0.01% 1202
2018
Q2 		$2K Buy
+242
New +$1.77K ﹤0.01% 1062

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Ericsson (ERIC) in Q4 2018, closing a stake of 80 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in ERIC in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 230 funds tracked by Wall St. Rank hold ERIC as of Q4 2018.

  • TCI Wealth Advisors reported no remaining Ericsson position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 80 Ericsson shares in Q4 2018, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Ericsson in Q2 2018 and held it in 2 quarters.
  • TCI Wealth Advisors's Ericsson position peaked at $2K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held Ericsson as of Q4 2018.

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