Constellation Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

Constellation Wealth 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
2014 Q3	–	Sell	-214,590	Closed	-$5.6M	–	210
2014 Q2	$5.6M	Buy	214,590 +11,315	+6%	+$300K	0.63%	42
2014 Q1	$5.33M	Buy	203,275 +9,017	+5%	+$229K	0.52%	57
2013 Q4	$5.01M	Buy	194,258 +5,609	+3%	+$159K	0.48%	53
2013 Q3	$5.58M	Buy	188,649 +5,231	+3%	+$144K	0.63%	40
2013 Q2	$4.52M	Buy	+183,418	New	+$4.13M	0.54%	51

Other funds holding TDS

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

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

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

BIT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Constellation Wealth Advisors's TDS Position: Q3 2014 in Review

Constellation Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q3 2014, closing a stake of 214,590 shares — an estimated $5.6M sold.

Constellation Wealth Advisors first reported a position in TDS in Q2 2013 and held it in 5 quarters. The position peaked at $5.6M in Q2 2014. 214 funds tracked by Wall St. Rank hold TDS as of Q3 2014.

Constellation Wealth Advisors reported no remaining Telephone and Data Systems position as of Q3 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 214,590 Telephone and Data Systems shares in Q3 2014, an estimated $5.6M.
Constellation Wealth Advisors first reported a position in Telephone and Data Systems in Q2 2013 and held it in 5 quarters.
Constellation Wealth Advisors's Telephone and Data Systems position peaked at $5.6M in Q2 2014.
214 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q3 2014.

Based on Constellation Wealth Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.