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Curi RMB Capital’s Teladoc Health TDOC Stock Holding History

Curi RMB Capital’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,532
Closed -$671K – 915
2018
Q4 		$671K Buy
+13,532
New +$828K 0.02% 567
2018
Q3 		– Sell
-36,383
Closed -$2.11M – 957
2018
Q2 		$2.11M Buy
36,383
+6,114
+20% +$299K 0.06% 367
2018
Q1 		$1.22M Sell
30,269
-24,729
-45% -$934K 0.04% 473
2017
Q4 		$1.92M Sell
54,998
-8,009
-13% -$266K 0.06% 385
2017
Q3 		$2.09M Buy
+63,007
New +$2.07M 0.07% 358
2017
Q2 		– Sell
-32,970
Closed -$824K – 781
2017
Q1 		$824K Buy
+32,970
New +$686K 0.04% 322

Other funds holding TDOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $3.48B AUM 37.03% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return