TWA
INVT

TCI Wealth Advisors’s Inventergy Global, Inc. INVT Stock Holding History

TCI Wealth Advisors’s Portfolio INVT Stock Details INVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed – – 1445
2016
Q2 		$0 Hold
100
– – ﹤0.01% 1449
2016
Q1 		$0 Hold
100
– – ﹤0.01% 1464
2015
Q4 		$0 Sell
100
-500
-83% -$1.05K ﹤0.01% 1116
2015
Q3 		$2K Sell
600
-110
-15% -$360 ﹤0.01% 845
2015
Q2 		$2K Buy
710
+100
+16% +$347 ﹤0.01% 847
2015
Q1 		$4K Buy
+610
New +$3.93K ﹤0.01% 641

Other funds holding INVT

GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
BCCM
Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCI Wealth Advisors's INVT Position: Q3 2016 in Review

TCI Wealth Advisors sold out of Inventergy Global, Inc. (INVT) in Q3 2016, closing a stake of 100 shares.

TCI Wealth Advisors first reported a position in INVT in Q1 2015 and held it in 6 quarters. The position peaked at $4K in Q1 2015. 19 funds tracked by Wall St. Rank hold INVT as of Q3 2016.

  • TCI Wealth Advisors reported no remaining Inventergy Global, Inc. position as of Q3 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Inventergy Global, Inc. shares in Q3 2016.
  • TCI Wealth Advisors first reported a position in Inventergy Global, Inc. in Q1 2015 and held it in 6 quarters.
  • TCI Wealth Advisors's Inventergy Global, Inc. position peaked at $4K in Q1 2015.
  • 19 funds tracked by Wall St. Rank held Inventergy Global, Inc. as of Q3 2016.

Based on TCI Wealth Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.