TCI Wealth Advisors’s Valspar VAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-27	Closed	-$3K	–	1423
2017 Q1	$3K	Hold	27	–	–	﹤0.01%	893
2016 Q4	$3K	Hold	27	–	–	﹤0.01%	965
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	922
2016 Q2	$3K	Hold	27	–	–	﹤0.01%	883
2016 Q1	$3K	Hold	27	–	–	﹤0.01%	896
2015 Q4	$2K	Hold	27	–	–	﹤0.01%	907
2015 Q3	$2K	Hold	27	–	–	﹤0.01%	846
2015 Q2	$2K	Hold	27	–	–	﹤0.01%	848
2015 Q1	$2K	Hold	27	–	–	﹤0.01%	776
2014 Q4	$2K	Hold	27	–	–	﹤0.01%	772
2014 Q3	$2K	Hold	27	–	–	﹤0.01%	770
2014 Q2	$2K	Hold	27	–	–	﹤0.01%	794
2014 Q1	$2K	Hold	27	–	–	﹤0.01%	760
2013 Q4	$2K	Hold	27	–	–	﹤0.01%	742
2013 Q3	$2K	Hold	27	–	–	﹤0.01%	667
2013 Q2	$2K	Buy	+27	New	+$1.8K	﹤0.01%	629

Other funds holding VAL

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

TCI Wealth Advisors's VAL Position: Q2 2017 in Review

TCI Wealth Advisors sold out of Valspar (VAL) in Q2 2017, closing a stake of 27 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in VAL in Q2 2013 and held it in 16 quarters. The position peaked at $3K in Q1 2017. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

TCI Wealth Advisors reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
TCI Wealth Advisors sold 27 Valspar shares in Q2 2017, an estimated $3K.
TCI Wealth Advisors first reported a position in Valspar in Q2 2013 and held it in 16 quarters.
TCI Wealth Advisors's Valspar position peaked at $3K in Q1 2017.
4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on TCI Wealth Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.