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TCI Wealth Advisors’s KVH Industries KVHI Stock Holding History

TCI Wealth Advisors’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-312
Closed -$4K – 1544
2018
Q3 		$4K Hold
312
– – ﹤0.01% 850
2018
Q2 		$4K Buy
312
+249
+395% +$2.78K ﹤0.01% 854
2018
Q1 		$1K Hold
63
– – ﹤0.01% 1168
2017
Q4 		$1K Buy
+63
New +$701 ﹤0.01% 1218

Other funds holding KVHI

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

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

TCI Wealth Advisors sold out of KVH Industries (KVHI) in Q4 2018, closing a stake of 312 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in KVHI in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 67 funds tracked by Wall St. Rank hold KVHI as of Q4 2018.

  • TCI Wealth Advisors reported no remaining KVH Industries position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 312 KVH Industries shares in Q4 2018, an estimated $4K.
  • TCI Wealth Advisors first reported a position in KVH Industries in Q4 2017 and held it in 4 quarters.
  • TCI Wealth Advisors's KVH Industries position peaked at $4K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held KVH Industries as of Q4 2018.

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