TWA
TSI

TCI Wealth Advisors’s TCW Strategic Income Fund TSI Stock Holding History

TCI Wealth Advisors’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-6,866
Closed -$37K – 917
2013
Q4 		$37K Buy
+6,866
New +$37.2K 0.02% 273

Other funds holding TSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

TCI Wealth Advisors's TSI Position: Q1 2014 in Review

TCI Wealth Advisors sold out of TCW Strategic Income Fund (TSI) in Q1 2014, closing a stake of 6,866 shares — an estimated $37K sold.

TCI Wealth Advisors first reported a position in TSI in Q4 2013 and held it in 1 quarter. The position peaked at $37K in Q4 2013. 62 funds tracked by Wall St. Rank hold TSI as of Q1 2014.

  • TCI Wealth Advisors reported no remaining TCW Strategic Income Fund position as of Q1 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 6,866 TCW Strategic Income Fund shares in Q1 2014, an estimated $37K.
  • TCI Wealth Advisors first reported a position in TCW Strategic Income Fund in Q4 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's TCW Strategic Income Fund position peaked at $37K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2014.

Based on TCI Wealth Advisors's 13F filing for Q1 2014, filed 15 May 2014.