TCI WEALTH ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,012
New Positions 107
Increased Positions 265
Decreased Positions 255
Positions with Activity 520
Sold Out Positions 110
Total Mkt Value (in $ millions) 164

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

Sector Weighting

Basic Materials 1.5%
Capital Goods 4.68%
Conglomerates 0.01%
Consumer Cyclical 1.18%
Consumer/Non-Cyclical 7.14%
Energy 8.74%
Financial 28.22%
Healthcare 16.71%
Services 10.93%
Technology 17.36%
Transportation 1.15%
Utilities 1.86%

1,012 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
IMPERIAL OIL LTD COM NEW 616 -107 (14.75) 15,030
INTUIT COM 615 -11 (1.71) 5,764
MARATHON PETE CORP COM 544 New 5,273
ZIMMER HLDGS INC COM 539 -15 (2.73) 4,739
ISHARES U.S. PFD STK ETF 539 80 17.36 13,523
ISHARES TR 1-3 YR TR BD ETF 530 -21 (3.84) 6,255
GENERAL MLS INC COM 509 -20 (3.79) 9,012
KINDER MORGAN INC DEL COM 490 154 46.01 11,469
UNION PAC CORP COM 451 -100 (18.2) 4,329
DANAHER CORP DEL COM 444 433 4,000 5,125
COCA COLA CO COM 434 68 18.57 10,537
VANGUARD INDEX FDS VALUE ETF 423 34 8.69 4,893
ISHARES TR MSCI EMG MKT ETF 408 (0.12) 9,550
SNAP ON INC COM 404 -6 (1.54) 2,566
WISDOMTREE TR INTL DIV EX FINL 404 93 29.84 8,703
VANGUARD INDEX FDS REIT ETF 389 26 7.20 4,855
GANNETT INC COM 383 New 10,666
WAL-MART STORES INC COM 381 -5 (1.24) 5,021
SCHWAB CHARLES CORP NEW COM 376 91 32.15 11,965
LOCKHEED MARTIN CORP COM 365 -23 (5.91) 1,895