TCI Wealth Advisors’s ICICI Bank IBN Stock Holding History

TCI Wealth Advisors’s Portfolio IBN Stock Details IBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,217	Closed	-$18K	–	1604
2019 Q4	$18K	Buy	+1,217	New	+$16.5K	0.01%	570
2017 Q1	–	Sell	-2,200	Closed	-$15K	–	1328
2016 Q4	$15K	Buy	+2,200	New	+$15.7K	0.01%	543
2016 Q1	–	Sell	-138	Closed	-$1K	–	1366
2015 Q4	$1K	Buy	+138	New	+$1.04K	﹤0.01%	943

Other funds holding IBN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCI Wealth Advisors's IBN Position: Q1 2020 in Review

TCI Wealth Advisors sold out of ICICI Bank (IBN) in Q1 2020, closing a stake of 1,217 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in IBN in Q4 2015 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 332 funds tracked by Wall St. Rank hold IBN as of Q1 2020.

TCI Wealth Advisors reported no remaining ICICI Bank position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 1,217 ICICI Bank shares in Q1 2020, an estimated $18K.
TCI Wealth Advisors first reported a position in ICICI Bank in Q4 2015 and held it in 3 quarters.
TCI Wealth Advisors's ICICI Bank position peaked at $18K in Q4 2019.
332 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.