TCI Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-50	Closed	-$3K	–	912
2014 Q1	$3K	Hold	50	–	–	﹤0.01%	648
2013 Q4	$3K	Buy	+50	New	+$3.36K	﹤0.01%	653

Other funds holding IXP

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAAM

First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors's IXP Position: Q2 2014 in Review

TCI Wealth Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2014, closing a stake of 50 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in IXP in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 78 funds tracked by Wall St. Rank hold IXP as of Q2 2014.

TCI Wealth Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2014 after selling out during the quarter.
TCI Wealth Advisors sold 50 iShares Global Comm Services ETF shares in Q2 2014, an estimated $3K.
TCI Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q4 2013 and held it in 2 quarters.
TCI Wealth Advisors's iShares Global Comm Services ETF position peaked at $3K in Q1 2014.
78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2014.

Based on TCI Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.