TWA
SIFI

TCI Wealth Advisors’s SI Financial Group, Inc. NEW MD SIFI Stock Holding History

TCI Wealth Advisors’s Portfolio SIFI Stock Details SIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-112
Closed -$2K – 1666
2018
Q2 		$2K Buy
+112
New +$1.64K ﹤0.01% 1205

Other funds holding SIFI

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

TCI Wealth Advisors's SIFI Position: Q3 2018 in Review

TCI Wealth Advisors sold out of SI Financial Group, Inc. NEW MD (SIFI) in Q3 2018, closing a stake of 112 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in SIFI in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 60 funds tracked by Wall St. Rank hold SIFI as of Q3 2018.

  • TCI Wealth Advisors reported no remaining SI Financial Group, Inc. NEW MD position as of Q3 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 112 SI Financial Group, Inc. NEW MD shares in Q3 2018, an estimated $2K.
  • TCI Wealth Advisors first reported a position in SI Financial Group, Inc. NEW MD in Q2 2018 and held it in 1 quarter.
  • TCI Wealth Advisors's SI Financial Group, Inc. NEW MD position peaked at $2K in Q2 2018.
  • 60 funds tracked by Wall St. Rank held SI Financial Group, Inc. NEW MD as of Q3 2018.

Based on TCI Wealth Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.