TCI Wealth Advisors’s Marlin Business Services Corp MRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-140	Closed	-$2K	–	1415
2016 Q1	$2K	Hold	140	–	–	﹤0.01%	994
2015 Q4	$2K	Hold	140	–	–	﹤0.01%	902
2015 Q3	$2K	Hold	140	–	–	﹤0.01%	838
2015 Q2	$2K	Hold	140	–	–	﹤0.01%	840
2015 Q1	$3K	Hold	140	–	–	﹤0.01%	698
2014 Q4	$3K	Hold	140	–	–	﹤0.01%	699
2014 Q3	$3K	Hold	140	–	–	﹤0.01%	697
2014 Q2	$3K	Hold	140	–	–	﹤0.01%	717
2014 Q1	$3K	Hold	140	–	–	﹤0.01%	678
2013 Q4	$4K	Hold	140	–	–	﹤0.01%	616
2013 Q3	$3K	Buy	+140	New	+$3.38K	﹤0.01%	604

Other funds holding MRLN

RMCP

Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

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

TCI Wealth Advisors's MRLN Position: Q2 2016 in Review

TCI Wealth Advisors sold out of Marlin Business Services Corp (MRLN) in Q2 2016, closing a stake of 140 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in MRLN in Q3 2013 and held it in 11 quarters. The position peaked at $4K in Q4 2013. 81 funds tracked by Wall St. Rank hold MRLN as of Q2 2016.

TCI Wealth Advisors reported no remaining Marlin Business Services Corp position as of Q2 2016 after selling out during the quarter.
TCI Wealth Advisors sold 140 Marlin Business Services Corp shares in Q2 2016, an estimated $2K.
TCI Wealth Advisors first reported a position in Marlin Business Services Corp in Q3 2013 and held it in 11 quarters.
TCI Wealth Advisors's Marlin Business Services Corp position peaked at $4K in Q4 2013.
81 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.