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TCI Wealth Advisors’s Mine Safety MSA Stock Holding History

TCI Wealth Advisors’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-37
Closed -$4K – 1636
2019
Q3 		$4K Buy
+37
New +$3.9K ﹤0.01% 875
2018
Q3 		– Sell
-26
Closed -$1K – 1528
2018
Q2 		$1K Buy
+26
New +$2.35K ﹤0.01% 1331

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

TCI Wealth Advisors's MSA Position: Q4 2019 in Review

TCI Wealth Advisors sold out of Mine Safety (MSA) in Q4 2019, closing a stake of 37 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in MSA in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 247 funds tracked by Wall St. Rank hold MSA as of Q4 2019.

  • TCI Wealth Advisors reported no remaining Mine Safety position as of Q4 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 37 Mine Safety shares in Q4 2019, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Mine Safety in Q2 2018 and held it in 2 quarters.
  • TCI Wealth Advisors's Mine Safety position peaked at $4K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Mine Safety as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.