TCI Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-72	Closed	-$3K	–	1611
2019 Q4	$3K	Hold	72	–	–	﹤0.01%	1023
2019 Q3	$3K	Hold	72	–	–	﹤0.01%	957
2019 Q2	$3K	Hold	72	–	–	﹤0.01%	900
2019 Q1	$3K	Hold	72	–	–	﹤0.01%	915
2018 Q4	$3K	Hold	72	–	–	﹤0.01%	898
2018 Q3	$3K	Buy	+72	New	+$2.94K	﹤0.01%	926

Other funds holding MLRG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TCI Wealth Advisors sold out of iShares MSCI USA ETF (MLRG) in Q1 2020, closing a stake of 72 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in MLRG in Q3 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 110 funds tracked by Wall St. Rank hold MLRG as of Q1 2020.

TCI Wealth Advisors reported no remaining iShares MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 72 iShares MSCI USA ETF shares in Q1 2020, an estimated $3K.
TCI Wealth Advisors first reported a position in iShares MSCI USA ETF in Q3 2018 and held it in 6 quarters.
TCI Wealth Advisors's iShares MSCI USA ETF position peaked at $3K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2020.

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