Berman Capital Advisors’s Telephone and Data Systems TDS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Buy	455 +150	+49%	+$3.11K	﹤0.01%	1281
2021 Q2	$6K	Buy	305 +3	+1%	+$73	﹤0.01%	1308
2021 Q1	$6K	Buy	302 +2	+0.7%	+$41	﹤0.01%	1229
2020 Q4	$5K	Buy	300 +212	+241%	+$3.9K	﹤0.01%	1173
2020 Q3	$1K	Sell	88 -59	-40%	-$1.24K	﹤0.01%	1520
2020 Q2	$2K	Buy	147 +61	+71%	+$1.17K	﹤0.01%	1322
2020 Q1	$1K	Sell	86 -36	-30%	-$781	﹤0.01%	1368
2019 Q4	$3K	Hold	122	–	–	﹤0.01%	1134
2019 Q3	$3K	Hold	122	–	–	﹤0.01%	1106
2019 Q2	$3K	Hold	122	–	–	﹤0.01%	1126
2019 Q1	$3K	Hold	122	–	–	﹤0.01%	1029
2018 Q4	$3K	Buy	+122	New	+$4.05K	﹤0.01%	820

Other funds holding TDS

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's TDS Position: Q3 2021 in Review

Berman Capital Advisors increased its Telephone and Data Systems (TDS) stake by 49% in Q3 2021, buying an estimated $3.11K and bringing the position to 455 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Berman Capital Advisors first reported a position in TDS in Q4 2018 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold TDS as of Q3 2021.

Berman Capital Advisors held 455 shares of Telephone and Data Systems worth $8K as of Q3 2021.
Berman Capital Advisors bought 150 Telephone and Data Systems shares in Q3 2021, an estimated $3.11K.
Telephone and Data Systems made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1281 holding.
Berman Capital Advisors first reported a position in Telephone and Data Systems in Q4 2018 and has held it in 12 quarters since.
217 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.