TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 968
New Positions 58
Increased Positions 219
Decreased Positions 225
Positions with Activity 444
Sold Out Positions 62
Total Mkt Value (in $ millions) 167

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

Sector Weighting

Basic Materials 1.72%
Capital Goods 4.02%
Conglomerates 0.07%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 7.1%
Energy 11.2%
Financial 27.34%
Healthcare 16.3%
Services 10.54%
Technology 16.93%
Transportation 1.58%
Utilities 1.66%

968 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KKR & CO L P DEL COM UNITS 16 2.01 709
SIGNET JEWELERS LIMITED SHS 16 -4 (20.12) 135
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 16 New 600
SANDISK CORP COM 16 16 New 201
SCHWAB STRATEGIC TR SCHWB FDT INT LG 16 16 New 586
SILVER WHEATON CORP COM 16 3 22.50 735
CROWN CASTLE INTL CORP NEW COM 16 -2 (8.96) 183
ISHARES TR U.S. TECH ETF 16 New 145
ISHARES TR TRANS AVG ETF 16 New 97
SHIRE PLC SPONSORED ADR 16 10 195.46 65
ISHARES MSCI SINGAP ETF 16 New 1,218
MANITOWOC INC COM 15 15 New 700
CME GROUP INC COM 15 New 160
SELECT SECTOR SPDR TR SBI CONS DISCR 15 New 202
CBRE GROUP INC CL A 15 New 446
NOVO-NORDISK A S ADR 15 -6 (29.75) 314
BED BATH & BEYOND INC COM 15 New 200
LLOYDS BANKING GROUP PLC SPONSORED ADR 15 -1 (7.32) 3,076
CORNING INC COM 15 New 607
LAUDER ESTEE COS INC CL A 15 8 129.87 177