TCI Wealth Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-33	Closed	-$2K	–	1654
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	1166
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	1101
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	1031
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	1046
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	1020
2018 Q3	$2K	Hold	33	–	–	﹤0.01%	1054
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	1103
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	984
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	1030
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	968
2017 Q2	$2K	Hold	33	–	–	﹤0.01%	1002
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	955
2016 Q4	$2K	Hold	33	–	–	﹤0.01%	1027
2016 Q3	$2K	Hold	33	–	–	﹤0.01%	985
2016 Q2	$1K	Hold	33	–	–	﹤0.01%	1103
2016 Q1	$1K	Buy	+33	New	+$1.2K	﹤0.01%	1112

Other funds holding MITT

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

TCI Wealth Advisors's MITT Position: Q1 2020 in Review

TCI Wealth Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q1 2020, closing a stake of 33 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in MITT in Q1 2016 and held it in 16 quarters. The position peaked at $2K in Q4 2019. 103 funds tracked by Wall St. Rank hold MITT as of Q1 2020.

TCI Wealth Advisors reported no remaining TPG Mortgage Investment Trust position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 33 TPG Mortgage Investment Trust shares in Q1 2020, an estimated $2K.
TCI Wealth Advisors first reported a position in TPG Mortgage Investment Trust in Q1 2016 and held it in 16 quarters.
TCI Wealth Advisors's TPG Mortgage Investment Trust position peaked at $2K in Q4 2019.
103 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.