TCI Wealth Advisors’s iPath S&P MLP ETN IMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-207	Closed	-$4K	–	1434
2015 Q4	$4K	Hold	207	–	–	﹤0.01%	766
2015 Q3	$4K	Hold	207	–	–	﹤0.01%	691
2015 Q2	$6K	Sell	207 -78	-27%	-$2.28K	﹤0.01%	623
2015 Q1	$8K	Buy	+285	New	+$8.29K	0.01%	502

Other funds holding IMLP

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's IMLP Position: Q1 2016 in Review

TCI Wealth Advisors sold out of iPath S&P MLP ETN (IMLP) in Q1 2016, closing a stake of 207 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in IMLP in Q1 2015 and held it in 4 quarters. The position peaked at $8K in Q1 2015. 15 funds tracked by Wall St. Rank hold IMLP as of Q1 2016.

TCI Wealth Advisors reported no remaining iPath S&P MLP ETN position as of Q1 2016 after selling out during the quarter.
TCI Wealth Advisors sold 207 iPath S&P MLP ETN shares in Q1 2016, an estimated $4K.
TCI Wealth Advisors first reported a position in iPath S&P MLP ETN in Q1 2015 and held it in 4 quarters.
TCI Wealth Advisors's iPath S&P MLP ETN position peaked at $8K in Q1 2015.
15 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q1 2016.

Based on TCI Wealth Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.