TCI Wealth Advisors’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-534	Closed	-$13K	–	995
2015 Q1	$13K	Buy	+534	New	+$13.3K	0.01%	417

Other funds holding PVI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TCI Wealth Advisors's PVI Position: Q2 2015 in Review

TCI Wealth Advisors sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q2 2015, closing a stake of 534 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in PVI in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 21 funds tracked by Wall St. Rank hold PVI as of Q2 2015.

TCI Wealth Advisors reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q2 2015 after selling out during the quarter.
TCI Wealth Advisors sold 534 Invesco Floating Rate Municipal Income ETF shares in Q2 2015, an estimated $13K.
TCI Wealth Advisors first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2015 and held it in 1 quarter.
TCI Wealth Advisors's Invesco Floating Rate Municipal Income ETF position peaked at $13K in Q1 2015.
21 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2015.

Based on TCI Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.