TCI Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100	Closed	-$9K	–	1376
2017 Q1	$9K	Hold	100	–	–	﹤0.01%	601
2016 Q4	$9K	Hold	100	–	–	﹤0.01%	648
2016 Q3	$10K	Hold	100	–	–	0.01%	581
2016 Q2	$10K	Hold	100	–	–	0.01%	578
2016 Q1	$10K	Buy	100 +66	+194%	+$5.86K	0.01%	582
2015 Q4	$3K	Sell	34 -28	-45%	-$2.53K	﹤0.01%	812
2015 Q3	$5K	Sell	62 -125	-67%	-$10.9K	﹤0.01%	640
2015 Q2	$16K	Buy	187 +125	+202%	+$11.2K	0.01%	440
2015 Q1	$6K	Buy	+62	New	+$5.9K	﹤0.01%	545

Other funds holding RWR

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

TCI Wealth Advisors's RWR Position: Q2 2017 in Review

TCI Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2017, closing a stake of 100 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in RWR in Q1 2015 and held it in 9 quarters. The position peaked at $16K in Q2 2015. 214 funds tracked by Wall St. Rank hold RWR as of Q2 2017.

TCI Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2017 after selling out during the quarter.
TCI Wealth Advisors sold 100 State Street SPDR Dow Jones REIT ETF shares in Q2 2017, an estimated $9K.
TCI Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2015 and held it in 9 quarters.
TCI Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $16K in Q2 2015.
214 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2017.

Based on TCI Wealth Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.