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TCI Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

TCI Wealth Advisors’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-183
Closed -$7K – 1445
2017
Q4 		$7K Buy
+183
New +$7.2K ﹤0.01% 719

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

TCI Wealth Advisors's WTMF Position: Q1 2018 in Review

TCI Wealth Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2018, closing a stake of 183 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in WTMF in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 47 funds tracked by Wall St. Rank hold WTMF as of Q1 2018.

  • TCI Wealth Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 183 WisdomTree Managed Futures Strategy Fund shares in Q1 2018, an estimated $7K.
  • TCI Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2017 and held it in 1 quarter.
  • TCI Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $7K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.