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BKS Advisors’s Teladoc Health TDOC Stock Holding History

BKS Advisors’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$463K Sell
8,335
-1,000
-11% -$61.1K 0.19% 116
2018
Q4 		$463K Sell
9,335
-4,600
-33% -$281K 0.21% 119
2018
Q3 		$1.2M Buy
+13,935
New +$993K 0.44% 60

Other funds holding TDOC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BKS Advisors's TDOC Position: Q1 2019 in Review

BKS Advisors reduced its Teladoc Health (TDOC) stake by 11% in Q1 2019, selling an estimated $61.1K and leaving 8,335 shares worth $463K. The position accounts for 0.19% of the portfolio, ranked #116.

BKS Advisors first reported a position in TDOC in Q3 2018 and has held it in 3 quarters since. The position peaked at $1.2M in Q3 2018. 364 funds tracked by Wall St. Rank hold TDOC as of Q1 2019.

  • BKS Advisors held 8,335 shares of Teladoc Health worth $463K as of Q1 2019.
  • BKS Advisors sold 1,000 Teladoc Health shares in Q1 2019, an estimated $61.1K.
  • Teladoc Health made up 0.19% of BKS Advisors's portfolio in Q1 2019, its #116 holding.
  • BKS Advisors first reported a position in Teladoc Health in Q3 2018 and has held it in 3 quarters since.
  • BKS Advisors's Teladoc Health position peaked at $1.2M in Q3 2018.
  • 364 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.