TCI Wealth Advisors’s OptiNose OPTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5	Closed	-$2K	–	1541
2018 Q2	$2K	Buy	+5	New	+$1.69K	﹤0.01%	1112

Other funds holding OPTN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCMI

Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

TCI Wealth Advisors's OPTN Position: Q3 2018 in Review

TCI Wealth Advisors sold out of OptiNose (OPTN) in Q3 2018, closing a stake of 5 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in OPTN in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 64 funds tracked by Wall St. Rank hold OPTN as of Q3 2018.

TCI Wealth Advisors reported no remaining OptiNose position as of Q3 2018 after selling out during the quarter.
TCI Wealth Advisors sold 5 OptiNose shares in Q3 2018, an estimated $2K.
TCI Wealth Advisors first reported a position in OptiNose in Q2 2018 and held it in 1 quarter.
TCI Wealth Advisors's OptiNose position peaked at $2K in Q2 2018.
64 funds tracked by Wall St. Rank held OptiNose as of Q3 2018.

Based on TCI Wealth Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.