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TCI Wealth Advisors’s Richmond Mutual Bancorp RMBI Stock Holding History

TCI Wealth Advisors’s Portfolio RMBI Stock Details RMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-155
Closed -$2K – 1639
2020
Q1 		$2K Buy
155
+125
+417% +$1.72K ﹤0.01% 1077
2019
Q4 		$0 Buy
+30
New +$432 ﹤0.01% 1664

Other funds holding RMBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

TCI Wealth Advisors's RMBI Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Richmond Mutual Bancorp (RMBI) in Q2 2020, closing a stake of 155 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in RMBI in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 47 funds tracked by Wall St. Rank hold RMBI as of Q2 2020.

  • TCI Wealth Advisors reported no remaining Richmond Mutual Bancorp position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 155 Richmond Mutual Bancorp shares in Q2 2020, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Richmond Mutual Bancorp in Q4 2019 and held it in 2 quarters.
  • TCI Wealth Advisors's Richmond Mutual Bancorp position peaked at $2K in Q1 2020.
  • 47 funds tracked by Wall St. Rank held Richmond Mutual Bancorp as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.