CapWealth Advisors’s Teledyne Technologies TDY Stock Holding History

CapWealth Advisors’s Portfolio TDY Stock Details TDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-250	Closed	-$27K	–	237
2016 Q3	$27K	Hold	250	–	–	0.01%	166
2016 Q2	$25K	Hold	250	–	–	0.01%	176
2016 Q1	$22K	Hold	250	–	–	0.01%	188
2015 Q4	$22K	Hold	250	–	–	0.01%	158
2015 Q3	$23K	Hold	250	–	–	0.01%	155
2015 Q2	$26K	Hold	250	–	–	0.01%	155
2015 Q1	$27K	Buy	+250	New	+$25K	0.01%	164
2014 Q4	–	Sell	-500	Closed	-$47K	–	253
2014 Q3	$47K	Sell	500 -140	-22%	-$13.4K	0.01%	135
2014 Q2	$62K	Hold	640	–	–	0.01%	128
2014 Q1	$62K	Hold	640	–	–	0.02%	119
2013 Q4	$59K	Hold	640	–	–	0.01%	130
2013 Q3	$54K	Hold	640	–	–	0.02%	140
2013 Q2	$50K	Buy	+640	New	+$48.8K	0.01%	148

Other funds holding TDY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

CapWealth Advisors's TDY Position: Q4 2016 in Review

CapWealth Advisors sold out of Teledyne Technologies (TDY) in Q4 2016, closing a stake of 250 shares — an estimated $27K sold.

CapWealth Advisors first reported a position in TDY in Q2 2013 and held it in 13 quarters. The position peaked at $62K in Q2 2014. 250 funds tracked by Wall St. Rank hold TDY as of Q4 2016.

CapWealth Advisors reported no remaining Teledyne Technologies position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 250 Teledyne Technologies shares in Q4 2016, an estimated $27K.
CapWealth Advisors first reported a position in Teledyne Technologies in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's Teledyne Technologies position peaked at $62K in Q2 2014.
250 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.