TCI Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-72	Closed	-$3K	–	1611
2019 Q4	$3K	Hold	72	–	–	﹤0.01%	1023
2019 Q3	$3K	Hold	72	–	–	﹤0.01%	957
2019 Q2	$3K	Hold	72	–	–	﹤0.01%	900
2019 Q1	$3K	Hold	72	–	–	﹤0.01%	915
2018 Q4	$3K	Hold	72	–	–	﹤0.01%	898
2018 Q3	$3K	Buy	+72	New	+$2.94K	﹤0.01%	926

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2020, closing a stake of 72 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ILCB in Q3 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 110 funds tracked by Wall St. Rank hold ILCB as of Q1 2020.

TCI Wealth Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 72 iShares Morningstar US Equity ETF shares in Q1 2020, an estimated $3K.
TCI Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q3 2018 and held it in 6 quarters.
TCI Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $3K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2020.

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