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	–	913
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	0.05%	367
2018 Q1	$1.22M	Sell	30,269 -24,729	-45%	-$934K	0.03%	473
2017 Q4	$1.92M	Sell	54,998 -8,009	-13%	-$266K	0.05%	385
2017 Q3	$2.09M	Buy	+63,007	New	+$2.07M	0.05%	358
2017 Q2	–	Sell	-32,970	Closed	-$824K	–	781
2017 Q1	$824K	Buy	+32,970	New	+$686K	0.03%	322

Other funds holding TDOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Curi RMB Capital's TDOC Position: Q1 2019 in Review

Curi RMB Capital sold out of Teladoc Health (TDOC) in Q1 2019, closing a stake of 13,532 shares — an estimated $671K sold.

Curi RMB Capital first reported a position in TDOC in Q1 2017 and held it in 6 quarters. The position peaked at $2.11M in Q2 2018. 364 funds tracked by Wall St. Rank hold TDOC as of Q1 2019.

Curi RMB Capital reported no remaining Teladoc Health position as of Q1 2019 after selling out during the quarter.
Curi RMB Capital sold 13,532 Teladoc Health shares in Q1 2019, an estimated $671K.
Curi RMB Capital first reported a position in Teladoc Health in Q1 2017 and held it in 6 quarters.
Curi RMB Capital's Teladoc Health position peaked at $2.11M in Q2 2018.
364 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2019.

Based on Curi RMB Capital's 13F filing for Q1 2019, filed 15 May 2019.