Creative Financial Designs’s Telephone and Data Systems TDS Stock Holding History

Creative Financial Designs’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
2023 Q1	–	Sell	-10,007	Closed	-$105K	–	1433
2022 Q4	$105K	Sell	10,007 -6,115	-38%	-$75.7K	0.02%	443
2022 Q3	$224K	Buy	16,122 +1,847	+13%	+$29.4K	0.04%	279
2022 Q2	$225K	Buy	14,275 +11,185	+362%	+$200K	0.04%	277
2022 Q1	$58K	Buy	3,090 +2,180	+240%	+$42.2K	0.01%	537
2021 Q4	$18K	Buy	+910	New	+$17.8K	﹤0.01%	785
2019 Q1	–	Sell	-83	Closed	-$3K	–	647
2018 Q4	$3K	Hold	83	–	–	﹤0.01%	492
2018 Q3	$3K	Hold	83	–	–	﹤0.01%	621
2018 Q2	$2K	Hold	83	–	–	﹤0.01%	670
2018 Q1	$2K	Hold	83	–	–	﹤0.01%	623
2017 Q4	$2K	Hold	83	–	–	﹤0.01%	620
2017 Q3	$2K	Hold	83	–	–	﹤0.01%	648
2017 Q2	$2K	Hold	83	–	–	﹤0.01%	659
2017 Q1	$2K	Hold	83	–	–	﹤0.01%	618
2016 Q4	$2K	Buy	+83	New	+$2.26K	﹤0.01%	611

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Financial Designs's TDS Position: Q1 2023 in Review

Creative Financial Designs sold out of Telephone and Data Systems (TDS) in Q1 2023, closing a stake of 10,007 shares — an estimated $105K sold.

Creative Financial Designs first reported a position in TDS in Q4 2016 and held it in 14 quarters. The position peaked at $225K in Q2 2022. 235 funds tracked by Wall St. Rank hold TDS as of Q1 2023.

Creative Financial Designs reported no remaining Telephone and Data Systems position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 10,007 Telephone and Data Systems shares in Q1 2023, an estimated $105K.
Creative Financial Designs first reported a position in Telephone and Data Systems in Q4 2016 and held it in 14 quarters.
Creative Financial Designs's Telephone and Data Systems position peaked at $225K in Q2 2022.
235 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.