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TCI Wealth Advisors’s South Plains Financial SPFI Stock Holding History

TCI Wealth Advisors’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25
Closed – – 1653
2020
Q1 		$0 Hold
25
– – ﹤0.01% 1742
2019
Q4 		$1K Buy
+25
New +$454 ﹤0.01% 1434

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

TCI Wealth Advisors sold out of South Plains Financial (SPFI) in Q2 2020, closing a stake of 25 shares.

TCI Wealth Advisors first reported a position in SPFI in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 54 funds tracked by Wall St. Rank hold SPFI as of Q2 2020.

  • TCI Wealth Advisors reported no remaining South Plains Financial position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 25 South Plains Financial shares in Q2 2020.
  • TCI Wealth Advisors first reported a position in South Plains Financial in Q4 2019 and held it in 2 quarters.
  • TCI Wealth Advisors's South Plains Financial position peaked at $1K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2020.

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