Balasa Dinverno & Foltz’s Telephone and Data Systems TDS Stock Holding History

Balasa Dinverno & Foltz’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-16,473	Closed	-$304K	–	298
2020 Q3	$304K	Buy	+16,473	New	+$347K	0.03%	205
2019 Q3	–	Sell	-9,376	Closed	-$285K	–	268
2019 Q2	$285K	Sell	9,376 -8,097	-46%	-$253K	0.03%	192
2019 Q1	$537K	Sell	17,473 -209	-1%	-$7.12K	0.06%	125
2018 Q4	$575K	Buy	+17,682	New	+$587K	0.07%	116
2018 Q3	–	Sell	-7,682	Closed	-$211K	–	248
2018 Q2	$211K	Buy	+7,682	New	+$208K	0.03%	211

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Balasa Dinverno & Foltz's TDS Position: Q4 2020 in Review

Balasa Dinverno & Foltz sold out of Telephone and Data Systems (TDS) in Q4 2020, closing a stake of 16,473 shares — an estimated $304K sold.

Balasa Dinverno & Foltz first reported a position in TDS in Q2 2018 and held it in 5 quarters. The position peaked at $575K in Q4 2018. 241 funds tracked by Wall St. Rank hold TDS as of Q4 2020.

Balasa Dinverno & Foltz reported no remaining Telephone and Data Systems position as of Q4 2020 after selling out during the quarter.
Balasa Dinverno & Foltz sold 16,473 Telephone and Data Systems shares in Q4 2020, an estimated $304K.
Balasa Dinverno & Foltz first reported a position in Telephone and Data Systems in Q2 2018 and held it in 5 quarters.
Balasa Dinverno & Foltz's Telephone and Data Systems position peaked at $575K in Q4 2018.
241 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2020, filed 26 Jan 2021.