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Avantax Planning Partners’s Teradata TDC Stock Holding History

Avantax Planning Partners’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30
Closed -$1K – 1090
2018
Q3 		$1K Buy
+30
New +$1.21K ﹤0.01% 1426
2018
Q2 		– Sell
-681
Closed -$27K – 1333
2018
Q1 		$27K Buy
+681
New +$26.8K ﹤0.01% 681

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Avantax Planning Partners's TDC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Teradata (TDC) in Q4 2018, closing a stake of 30 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in TDC in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 350 funds tracked by Wall St. Rank hold TDC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Teradata position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 30 Teradata shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Teradata in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Teradata position peaked at $27K in Q1 2018.
  • 350 funds tracked by Wall St. Rank held Teradata as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.