TWA
ES

TCI Wealth Advisors’s ENERGYSOLUTIONS INC. COM ES Stock Holding History

TCI Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-775
Closed -$40K – 1489
2015
Q4 		$40K Buy
+775
New +$40K 0.02% 330

Other funds holding ES

WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TCI Wealth Advisors's ES Position: Q1 2016 in Review

TCI Wealth Advisors sold out of ENERGYSOLUTIONS INC. COM (ES) in Q1 2016, closing a stake of 775 shares — an estimated $40K sold.

TCI Wealth Advisors first reported a position in ES in Q4 2015 and held it in 1 quarter. The position peaked at $40K in Q4 2015. 2 funds tracked by Wall St. Rank hold ES as of Q1 2016.

  • TCI Wealth Advisors reported no remaining ENERGYSOLUTIONS INC. COM position as of Q1 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 775 ENERGYSOLUTIONS INC. COM shares in Q1 2016, an estimated $40K.
  • TCI Wealth Advisors first reported a position in ENERGYSOLUTIONS INC. COM in Q4 2015 and held it in 1 quarter.
  • TCI Wealth Advisors's ENERGYSOLUTIONS INC. COM position peaked at $40K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held ENERGYSOLUTIONS INC. COM as of Q1 2016.

Based on TCI Wealth Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.