TCI WEALTH ADVISORS, INC. Information

4011 E SUNRISE DR, TUCSON, Arizona, 85718, (520) 733-1477

Report Date: 09/30/2014

Position Statistics

Total Positions 957
New Positions 47
Increased Positions 187
Decreased Positions 143
Positions with Activity 330
Sold Out Positions 45
Total Mkt Value (in $ millions) 163

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.52%
Capital Goods 4.06%
Conglomerates 0.08%
Consumer Cyclical 1.16%
Consumer/Non-Cyclical 7.19%
Energy 11.18%
Financial 27.41%
Healthcare 16.5%
Services 10.1%
Technology 17.16%
Transportation 1.58%
Utilities 1.7%

47 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOURNAL COMMUNICATIONS INC CL A 97 97 New 8,689
T2 BIOSYSTEMS INC COM 87 87 New 4,900
STAPLES INC COM 70 70 New 4,000
PENNYMAC MTG INVT TR COM 44 44 New 2,000
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 43 43 New 1,250
MATTEL INC COM 41 41 New 1,393
NORTHSTAR ASSET MGMT GROUP INC COM 35 35 New 1,630
LIFEVANTAGE CORP COM 28 28 New 20,690
MOBILEYE N V AMSTELVEEN ORD SHS 22 22 New 500
RAYONIER ADVANCED MATLS INC COM 20 20 New 911
SPDR SERIES TRUST S&P BIOTECH 19 19 New 100
AON PLC SHS CL A 14 14 New 147
KEYCORP NEW COM 12 12 New 900
VECTREN CORP COM 12 12 New 273
FIRST LONG IS CORP COM 11 11 New 419
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 9 9 New 263
TRANSDIGM GROUP INC COM 7 7 New 37
HARTFORD FINL SVCS GROUP INC COM 7 7 New 172
NXP SEMICONDUCTORS N V COM 7 7 New 90
TUPPERWARE BRANDS CORP COM 6 6 New 100


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