TCI Wealth Advisors’s Northern Trust International Quality Dividend ETF IQDF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-51	Closed	-$1K	–	1617
2019 Q4	$1K	Hold	51	–	–	﹤0.01%	1358
2019 Q3	$1K	Hold	51	–	–	﹤0.01%	1309
2019 Q2	$1K	Buy	+51	New	+$1.18K	﹤0.01%	1219
2017 Q1	–	Sell	-61	Closed	-$1K	–	1334
2016 Q4	$1K	Buy	+61	New	+$1.36K	﹤0.01%	1180

Other funds holding IQDF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

SAM

Shone Asset Management Walnut Creek, California $129M AUM 18.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Northern Trust International Quality Dividend ETF (IQDF) in Q1 2020, closing a stake of 51 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in IQDF in Q4 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 66 funds tracked by Wall St. Rank hold IQDF as of Q1 2020.

TCI Wealth Advisors reported no remaining Northern Trust International Quality Dividend ETF position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 51 Northern Trust International Quality Dividend ETF shares in Q1 2020, an estimated $1K.
TCI Wealth Advisors first reported a position in Northern Trust International Quality Dividend ETF in Q4 2016 and held it in 4 quarters.
TCI Wealth Advisors's Northern Trust International Quality Dividend ETF position peaked at $1K in Q4 2019.
66 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend ETF as of Q1 2020.

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