TWA
FBG

TCI Wealth Advisors’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

TCI Wealth Advisors’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,379
Closed -$109K – 947
2013
Q4 		$109K Buy
+2,379
New +$101K 0.07% 156

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's FBG Position: Q1 2014 in Review

TCI Wealth Advisors sold out of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) in Q1 2014, closing a stake of 2,379 shares — an estimated $109K sold.

TCI Wealth Advisors first reported a position in FBG in Q4 2013 and held it in 1 quarter. The position peaked at $109K in Q4 2013. 17 funds tracked by Wall St. Rank hold FBG as of Q1 2014.

  • TCI Wealth Advisors reported no remaining UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position as of Q1 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,379 UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN shares in Q1 2014, an estimated $109K.
  • TCI Wealth Advisors first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q4 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position peaked at $109K in Q4 2013.
  • 17 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q1 2014.

Based on TCI Wealth Advisors's 13F filing for Q1 2014, filed 15 May 2014.