TCI Wealth Advisors’s LCNB Corp LCNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-150	Closed	-$2K	–	1597
2020 Q2	$2K	Buy	150 +60	+67%	+$827	﹤0.01%	1076
2020 Q1	$1K	Buy	+90	New	+$1.48K	﹤0.01%	1273

Other funds holding LCNB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

TCI Wealth Advisors's LCNB Position: Q3 2020 in Review

TCI Wealth Advisors sold out of LCNB Corp (LCNB) in Q3 2020, closing a stake of 150 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in LCNB in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 73 funds tracked by Wall St. Rank hold LCNB as of Q3 2020.

TCI Wealth Advisors reported no remaining LCNB Corp position as of Q3 2020 after selling out during the quarter.
TCI Wealth Advisors sold 150 LCNB Corp shares in Q3 2020, an estimated $2K.
TCI Wealth Advisors first reported a position in LCNB Corp in Q1 2020 and held it in 2 quarters.
TCI Wealth Advisors's LCNB Corp position peaked at $2K in Q2 2020.
73 funds tracked by Wall St. Rank held LCNB Corp as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.