TCI Wealth Advisors’s Team TISI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-46	Closed	-$3K	–	2571
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	1860
2021 Q1	$5K	Hold	46	–	–	﹤0.01%	1305
2020 Q4	$5K	Hold	46	–	–	﹤0.01%	909
2020 Q3	$3K	Buy	+46	New	+$2.5K	﹤0.01%	1011
2020 Q1	–	Sell	-13	Closed	-$2K	–	1761
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	1208
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	1152
2019 Q2	$2K	Hold	13	–	–	﹤0.01%	1071
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	1087
2018 Q4	$2K	Hold	13	–	–	﹤0.01%	1069
2018 Q3	$3K	Hold	13	–	–	﹤0.01%	958
2018 Q2	$3K	Hold	13	–	–	﹤0.01%	973
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	1019
2017 Q4	$2K	Buy	+13	New	+$1.73K	﹤0.01%	1068
2017 Q3	–	Sell	-2	Closed	-$1K	–	1386
2017 Q2	$1K	Hold	2	–	–	﹤0.01%	1219
2017 Q1	$1K	Hold	2	–	–	﹤0.01%	1170
2016 Q4	$1K	Hold	2	–	–	﹤0.01%	1237
2016 Q3	$1K	Hold	2	–	–	﹤0.01%	1222
2016 Q2	$1K	Hold	2	–	–	﹤0.01%	1156
2016 Q1	$1K	Buy	+2	New	+$513	﹤0.01%	1162

Other funds holding TISI

CPM

Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

TCI Wealth Advisors's TISI Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Team (TISI) in Q3 2021, closing a stake of 46 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in TISI in Q1 2016 and held it in 19 quarters. The position peaked at $5K in Q1 2021. 103 funds tracked by Wall St. Rank hold TISI as of Q3 2021.

TCI Wealth Advisors reported no remaining Team position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 46 Team shares in Q3 2021, an estimated $3K.
TCI Wealth Advisors first reported a position in Team in Q1 2016 and held it in 19 quarters.
TCI Wealth Advisors's Team position peaked at $5K in Q1 2021.
103 funds tracked by Wall St. Rank held Team as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.