TWA
GMTB

TCI Wealth Advisors’s Columbia Core Bond ETF GMTB Stock Holding History

TCI Wealth Advisors’s Portfolio GMTB Stock Details GMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed -$5K – 1474
2016
Q2 		$5K Buy
+100
New +$5.24K ﹤0.01% 745

Other funds holding GMTB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TCI Wealth Advisors's GMTB Position: Q3 2016 in Review

TCI Wealth Advisors sold out of Columbia Core Bond ETF (GMTB) in Q3 2016, closing a stake of 100 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in GMTB in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 7 funds tracked by Wall St. Rank hold GMTB as of Q3 2016.

  • TCI Wealth Advisors reported no remaining Columbia Core Bond ETF position as of Q3 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Columbia Core Bond ETF shares in Q3 2016, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Columbia Core Bond ETF in Q2 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Columbia Core Bond ETF position peaked at $5K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Columbia Core Bond ETF as of Q3 2016.

Based on TCI Wealth Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.