TCI Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-202	Closed	-$7K	–	963
2014 Q4	$7K	Hold	202	–	–	﹤0.01%	514
2014 Q3	$6K	Hold	202	–	–	﹤0.01%	543
2014 Q2	$7K	Buy	+202	New	+$6.4K	﹤0.01%	537

Other funds holding XHB

GAMA

Graticule Asia Macro Advisors New York $649M AUM

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

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

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

TCI Wealth Advisors's XHB Position: Q1 2015 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2015, closing a stake of 202 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in XHB in Q2 2014 and held it in 3 quarters. The position peaked at $7K in Q4 2014. 166 funds tracked by Wall St. Rank hold XHB as of Q1 2015.

TCI Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2015 after selling out during the quarter.
TCI Wealth Advisors sold 202 State Street SPDR S&P Homebuilders ETF shares in Q1 2015, an estimated $7K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2014 and held it in 3 quarters.
TCI Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $7K in Q4 2014.
166 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2015.

Based on TCI Wealth Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.