TWA
IVAN

TCI Wealth Advisors’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

TCI Wealth Advisors’s Portfolio IVAN Stock Details IVAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-286
Closed -$1K – 938
2013
Q4 		$1K Buy
+286
New +$1.24K ﹤0.01% 845

Other funds holding IVAN

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

TCI Wealth Advisors's IVAN Position: Q1 2014 in Review

TCI Wealth Advisors sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q1 2014, closing a stake of 286 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in IVAN in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 25 funds tracked by Wall St. Rank hold IVAN as of Q1 2014.

  • TCI Wealth Advisors reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q1 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 286 IVANHOE ENERGY INC COM SHS (CDA) shares in Q1 2014, an estimated $1K.
  • TCI Wealth Advisors first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q4 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $1K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q1 2014.

Based on TCI Wealth Advisors's 13F filing for Q1 2014, filed 15 May 2014.