TCI Wealth Advisors’s Information Services Group III Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-336	Closed	-$1K	–	1331
2016 Q4	$1K	Hold	336	–	–	﹤0.01%	1176
2016 Q3	$1K	Hold	336	–	–	﹤0.01%	1138
2016 Q2	$1K	Hold	336	–	–	﹤0.01%	1078
2016 Q1	$1K	Buy	+336	New	+$1.15K	﹤0.01%	1090

Other funds holding III

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AWW

Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

TCI Wealth Advisors's III Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Information Services Group (III) in Q1 2017, closing a stake of 336 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in III in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 65 funds tracked by Wall St. Rank hold III as of Q1 2017.

TCI Wealth Advisors reported no remaining Information Services Group position as of Q1 2017 after selling out during the quarter.
TCI Wealth Advisors sold 336 Information Services Group shares in Q1 2017, an estimated $1K.
TCI Wealth Advisors first reported a position in Information Services Group in Q1 2016 and held it in 4 quarters.
TCI Wealth Advisors's Information Services Group position peaked at $1K in Q4 2016.
65 funds tracked by Wall St. Rank held Information Services Group as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.