TWA
RA

TCI Wealth Advisors’s Brookfield Real Assets Income Fund RA Stock Holding History

TCI Wealth Advisors’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-126
Closed -$2.07K – 1751
2023
Q1 		$2.07K Hold
126
– – ﹤0.01% 1961
2022
Q4 		$2.04K Hold
126
– – ﹤0.01% 1972
2022
Q3 		$2K Buy
+126
New +$2.4K ﹤0.01% 1979

Other funds holding RA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCI Wealth Advisors's RA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Brookfield Real Assets Income Fund (RA) in Q2 2023, closing a stake of 126 shares — an estimated $2.07K sold.

TCI Wealth Advisors first reported a position in RA in Q3 2022 and held it in 3 quarters. The position peaked at $2.07K in Q1 2023. 84 funds tracked by Wall St. Rank hold RA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Brookfield Real Assets Income Fund position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 126 Brookfield Real Assets Income Fund shares in Q2 2023, an estimated $2.07K.
  • TCI Wealth Advisors first reported a position in Brookfield Real Assets Income Fund in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Brookfield Real Assets Income Fund position peaked at $2.07K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Brookfield Real Assets Income Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.