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) 165

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

Sector Weighting

Basic Materials 1.49%
Capital Goods 4.7%
Conglomerates 0.01%
Consumer Cyclical 1.18%
Consumer/Non-Cyclical 7.17%
Energy 8.81%
Financial 28.19%
Healthcare 16.73%
Services 10.94%
Technology 17.25%
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
AMERICAN EXPRESS CO COM 359 New 4,445
DIRECTV COM 347 New 3,765
DU PONT E I DE NEMOURS & CO COM 338 New 4,762
SIGMA ALDRICH CORP COM 334 New 2,400
SCHLUMBERGER LTD COM 323 8 2.63 3,507
NORFOLK SOUTHERN CORP COM 308 New 3,170
MARATHON OIL CORP COM 304 -1 (0.49) 10,790
SPDR DOW JONES INDL AVRG ETF UT SER 1 299 60 25.04 1,638
VANGUARD BD INDEX FD INC SHORT TRM BOND 292 -75 (20.45) 3,638
DOW CHEM CO COM 287 -15 (4.92) 5,591
ANIXTER INTL INC COM 283 New 4,000
BROWN FORMAN CORP CL A 283 New 2,799
ISHARES TR RUS 2000 VAL ETF 278 -32 (10.36) 2,701
CONOCOPHILLIPS COM 277 New 4,225
PPG INDS INC COM 276 New 1,205
MONDELEZ INTL INC CL A 271 -62 (18.6) 6,729
LOWES COS INC COM 270 -8 (2.96) 3,934
ORACLE CORP COM 267 -42 (13.68) 6,032
US BANCORP DEL COM NEW 267 New 6,082
ROYAL DUTCH SHELL PLC SPONS ADR A 264 120 83.12 4,230