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TCI Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

TCI Wealth Advisors’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-64
Closed -$3K – 1349
2017
Q2 		$3K Buy
+64
New +$2.56K ﹤0.01% 884

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TCI Wealth Advisors's ISCB Position: Q3 2017 in Review

TCI Wealth Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2017, closing a stake of 64 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ISCB in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 46 funds tracked by Wall St. Rank hold ISCB as of Q3 2017.

  • TCI Wealth Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 64 iShares Morningstar Small-Cap ETF shares in Q3 2017, an estimated $3K.
  • TCI Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q2 2017 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $3K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.