TCI Wealth Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-63	Closed	-$2K	–	1369
2017 Q2	$2K	Buy	+63	New	+$2.23K	﹤0.01%	1010
2016 Q3	–	Sell	-900	Closed	-$28K	–	1396
2016 Q2	$28K	Hold	900	–	–	0.02%	380
2016 Q1	$28K	Hold	900	–	–	0.02%	377
2015 Q4	$28K	Hold	900	–	–	0.02%	386
2015 Q3	$26K	Sell	900 -900	-50%	-$27.6K	0.02%	363
2015 Q2	$55K	Hold	1,800	–	–	0.03%	272
2015 Q1	$55K	Hold	1,800	–	–	0.03%	233
2014 Q4	$53K	Hold	1,800	–	–	0.03%	243
2014 Q3	$49K	Hold	1,800	–	–	0.03%	238
2014 Q2	$49K	Buy	+1,800	New	+$47K	0.03%	249

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCI Wealth Advisors's PWB Position: Q3 2017 in Review

TCI Wealth Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2017, closing a stake of 63 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in PWB in Q2 2014 and held it in 10 quarters. The position peaked at $55K in Q2 2015. 70 funds tracked by Wall St. Rank hold PWB as of Q3 2017.

TCI Wealth Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
TCI Wealth Advisors sold 63 Invesco Large Cap Growth ETF shares in Q3 2017, an estimated $2K.
TCI Wealth Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2014 and held it in 10 quarters.
TCI Wealth Advisors's Invesco Large Cap Growth ETF position peaked at $55K in Q2 2015.
70 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.