TCI Wealth Advisors’s The Long-Term Care ETF OLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,000	Closed	-$25K	–	1601
2018 Q4	$25K	Hold	1,000	–	–	0.01%	438
2018 Q3	$27K	Hold	1,000	–	–	0.01%	443
2018 Q2	$25K	Hold	1,000	–	–	0.01%	446
2018 Q1	$23K	Hold	1,000	–	–	0.01%	463
2017 Q4	$24K	Buy	+1,000	New	+$24.7K	0.01%	467

Other funds holding OLD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's OLD Position: Q1 2019 in Review

TCI Wealth Advisors sold out of The Long-Term Care ETF (OLD) in Q1 2019, closing a stake of 1,000 shares — an estimated $25K sold.

TCI Wealth Advisors first reported a position in OLD in Q4 2017 and held it in 5 quarters. The position peaked at $27K in Q3 2018. 12 funds tracked by Wall St. Rank hold OLD as of Q1 2019.

TCI Wealth Advisors reported no remaining The Long-Term Care ETF position as of Q1 2019 after selling out during the quarter.
TCI Wealth Advisors sold 1,000 The Long-Term Care ETF shares in Q1 2019, an estimated $25K.
TCI Wealth Advisors first reported a position in The Long-Term Care ETF in Q4 2017 and held it in 5 quarters.
TCI Wealth Advisors's The Long-Term Care ETF position peaked at $27K in Q3 2018.
12 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q1 2019.

Based on TCI Wealth Advisors's 13F filing for Q1 2019, filed 11 Apr 2019.