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TCI Wealth Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

TCI Wealth Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-114
Closed -$2K – 1540
2018
Q1 		$2K Buy
+114
New +$2.47K ﹤0.01% 971

Other funds holding HFXI

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCI Wealth Advisors's HFXI Position: Q2 2018 in Review

TCI Wealth Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2018, closing a stake of 114 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in HFXI in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 20 funds tracked by Wall St. Rank hold HFXI as of Q2 2018.

  • TCI Wealth Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q2 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 114 NYLI FTSE International Equity Currency Neutral ETF shares in Q2 2018, an estimated $2K.
  • TCI Wealth Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2018 and held it in 1 quarter.
  • TCI Wealth Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $2K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2018.

Based on TCI Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.