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BerganKDV Wealth Management’s Telephone and Data Systems TDS Stock Holding History

BerganKDV Wealth Management’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
Q2 		– Sell
-29
Closed – – 1089
2020
Q1 		$0 Hold
29
– – ﹤0.01% 1002
2019
Q4 		$1K Buy
+29
New +$711 ﹤0.01% 900

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BerganKDV Wealth Management's TDS Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Telephone and Data Systems (TDS) in Q2 2020, closing a stake of 29 shares.

BerganKDV Wealth Management first reported a position in TDS in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 231 funds tracked by Wall St. Rank hold TDS as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Telephone and Data Systems position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 29 Telephone and Data Systems shares in Q2 2020.
  • BerganKDV Wealth Management first reported a position in Telephone and Data Systems in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Telephone and Data Systems position peaked at $1K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.