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Eads & Heald Wealth Management’s Teradata TDC Stock Holding History

Eads & Heald Wealth Management’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,485
Closed -$692K – 114
2013
Q3 		$692K Buy
12,485
+6,965
+126% +$409K 0.49% 86
2013
Q2 		$277K Buy
+5,520
New +$297K 0.2% 105

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Eads & Heald Wealth Management's TDC Position: Q4 2013 in Review

Eads & Heald Wealth Management sold out of Teradata (TDC) in Q4 2013, closing a stake of 12,485 shares — an estimated $692K sold.

Eads & Heald Wealth Management first reported a position in TDC in Q2 2013 and held it in 2 quarters. The position peaked at $692K in Q3 2013. 440 funds tracked by Wall St. Rank hold TDC as of Q4 2013.

  • Eads & Heald Wealth Management reported no remaining Teradata position as of Q4 2013 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 12,485 Teradata shares in Q4 2013, an estimated $692K.
  • Eads & Heald Wealth Management first reported a position in Teradata in Q2 2013 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Teradata position peaked at $692K in Q3 2013.
  • 440 funds tracked by Wall St. Rank held Teradata as of Q4 2013.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2013, filed 3 Feb 2014.