CSPIA
TDJ

Cary Street Partners Investment Advisory’s TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, TDJ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio TDJ Stock Details TDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-400
Closed -$10K – 959
2020
Q3 		$10K Buy
+400
New +$10.2K ﹤0.01% 771

Other funds holding TDJ

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

Cary Street Partners Investment Advisory's TDJ Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, (TDJ) in Q4 2020, closing a stake of 400 shares — an estimated $10K sold.

Cary Street Partners Investment Advisory first reported a position in TDJ in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 4 funds tracked by Wall St. Rank hold TDJ as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 400 TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, shares in Q4 2020, an estimated $10K.
  • Cary Street Partners Investment Advisory first reported a position in TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, position peaked at $10K in Q3 2020.
  • 4 funds tracked by Wall St. Rank held TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.