TCI Wealth Advisors’s Kestrel Group KG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3	Closed	–	–	1564
2018 Q3	$0	Sell	3 -5	-63%	-$542	﹤0.01%	1525
2018 Q2	$1K	Buy	+8	New	+$1.26K	﹤0.01%	1328

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TCI Wealth Advisors's KG Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Kestrel Group (KG) in Q4 2018, closing a stake of 3 shares.

TCI Wealth Advisors first reported a position in KG in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 132 funds tracked by Wall St. Rank hold KG as of Q4 2018.

TCI Wealth Advisors reported no remaining Kestrel Group position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 3 Kestrel Group shares in Q4 2018.
TCI Wealth Advisors first reported a position in Kestrel Group in Q2 2018 and held it in 2 quarters.
TCI Wealth Advisors's Kestrel Group position peaked at $1K in Q2 2018.
132 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.