TCI Wealth Advisors’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-24	Closed	-$2K	–	1607
2018 Q4	$2K	Buy	24 +1	+4%	+$78	﹤0.01%	1100
2018 Q3	$2K	Buy	23 +5	+28%	+$421	﹤0.01%	1121
2018 Q2	$1K	Buy	18 +6	+50%	+$487	﹤0.01%	1446
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	1292
2017 Q4	$1K	Buy	+12	New	+$933	﹤0.01%	1320

Other funds holding SYG

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's SYG Position: Q1 2019 in Review

TCI Wealth Advisors sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q1 2019, closing a stake of 24 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in SYG in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 20 funds tracked by Wall St. Rank hold SYG as of Q1 2019.

TCI Wealth Advisors reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q1 2019 after selling out during the quarter.
TCI Wealth Advisors sold 24 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q1 2019, an estimated $2K.
TCI Wealth Advisors first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q4 2017 and held it in 5 quarters.
TCI Wealth Advisors's SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $2K in Q4 2018.
20 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q1 2019.

Based on TCI Wealth Advisors's 13F filing for Q1 2019, filed 11 Apr 2019.