TCI Wealth Advisors’s Key Tronic KTCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-435	Closed	-$3K	–	1340
2016 Q4	$3K	Hold	435	–	–	﹤0.01%	913
2016 Q3	$3K	Hold	435	–	–	﹤0.01%	866
2016 Q2	$3K	Sell	435 -270	-38%	-$2.02K	﹤0.01%	840
2016 Q1	$5K	Buy	705 +435	+161%	+$3.18K	﹤0.01%	718
2015 Q4	$2K	Hold	270	–	–	﹤0.01%	874
2015 Q3	$3K	Hold	270	–	–	﹤0.01%	731
2015 Q2	$3K	Hold	270	–	–	﹤0.01%	737
2015 Q1	$3K	Hold	270	–	–	﹤0.01%	671
2014 Q4	$2K	Hold	270	–	–	﹤0.01%	735
2014 Q3	$3K	Hold	270	–	–	﹤0.01%	662
2014 Q2	$3K	Hold	270	–	–	﹤0.01%	692
2014 Q1	$3K	Hold	270	–	–	﹤0.01%	652
2013 Q4	$3K	Hold	270	–	–	﹤0.01%	657
2013 Q3	$3K	Buy	+270	New	+$2.91K	﹤0.01%	580

Other funds holding KTCC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

TCI Wealth Advisors's KTCC Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Key Tronic (KTCC) in Q1 2017, closing a stake of 435 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in KTCC in Q3 2013 and held it in 14 quarters. The position peaked at $5K in Q1 2016. 41 funds tracked by Wall St. Rank hold KTCC as of Q1 2017.

TCI Wealth Advisors reported no remaining Key Tronic position as of Q1 2017 after selling out during the quarter.
TCI Wealth Advisors sold 435 Key Tronic shares in Q1 2017, an estimated $3K.
TCI Wealth Advisors first reported a position in Key Tronic in Q3 2013 and held it in 14 quarters.
TCI Wealth Advisors's Key Tronic position peaked at $5K in Q1 2016.
41 funds tracked by Wall St. Rank held Key Tronic as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.