TWA
LFVN icon

TCI Wealth Advisors’s LifeVantage LFVN Stock Holding History

TCI Wealth Advisors’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,956
Closed -$16K – 982
2015
Q1 		$16K Hold
2,956
– – 0.01% 383
2014
Q4 		$27K Hold
2,956
– – 0.02% 320
2014
Q3 		$24K Buy
+2,956
New +$27.1K 0.02% 312

Other funds holding LFVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

TCI Wealth Advisors's LFVN Position: Q2 2015 in Review

TCI Wealth Advisors sold out of LifeVantage (LFVN) in Q2 2015, closing a stake of 2,956 shares — an estimated $16K sold.

TCI Wealth Advisors first reported a position in LFVN in Q3 2014 and held it in 3 quarters. The position peaked at $27K in Q4 2014. 48 funds tracked by Wall St. Rank hold LFVN as of Q2 2015.

  • TCI Wealth Advisors reported no remaining LifeVantage position as of Q2 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,956 LifeVantage shares in Q2 2015, an estimated $16K.
  • TCI Wealth Advisors first reported a position in LifeVantage in Q3 2014 and held it in 3 quarters.
  • TCI Wealth Advisors's LifeVantage position peaked at $27K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held LifeVantage as of Q2 2015.

Based on TCI Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.