BSW
TI

Buckingham Strategic Wealth’s Telecom Italia TI Stock Holding History

Buckingham Strategic Wealth’s Portfolio TI Stock Details TI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,918
Closed -$104K – 375
2018
Q1 		$104K Buy
10,918
+805
+8% +$7.4K 0.02% 305
2017
Q4 		$87K Hold
10,113
– – 0.02% 312
2017
Q3 		$95K Hold
10,113
– – 0.02% 283
2017
Q2 		$95K Hold
10,113
– – 0.02% 293
2017
Q1 		$91K Buy
+10,113
New +$87.4K 0.03% 254
2013
Q4 		– Sell
-13,370
Closed -$109K – 169
2013
Q3 		$109K Sell
13,370
-800
-6% -$5.67K 0.06% 135
2013
Q2 		$98K Buy
+14,170
New +$110K 0.06% 128

Other funds holding TI

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Buckingham Strategic Wealth's TI Position: Q2 2018 in Review

Buckingham Strategic Wealth sold out of Telecom Italia (TI) in Q2 2018, closing a stake of 10,918 shares — an estimated $104K sold.

Buckingham Strategic Wealth first reported a position in TI in Q2 2013 and held it in 7 quarters. The position peaked at $109K in Q3 2013. 98 funds tracked by Wall St. Rank hold TI as of Q2 2018.

  • Buckingham Strategic Wealth reported no remaining Telecom Italia position as of Q2 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,918 Telecom Italia shares in Q2 2018, an estimated $104K.
  • Buckingham Strategic Wealth first reported a position in Telecom Italia in Q2 2013 and held it in 7 quarters.
  • Buckingham Strategic Wealth's Telecom Italia position peaked at $109K in Q3 2013.
  • 98 funds tracked by Wall St. Rank held Telecom Italia as of Q2 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2018, filed 13 Aug 2018.