EHWM
TDW icon

Eads & Heald Wealth Management’s Tidewater TDW Stock Holding History

Eads & Heald Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-112
Closed -$214K – 115
2013
Q4 		$214K Sell
112
-11
-9% -$20.9K 0.14% 111
2013
Q3 		$235K Buy
123
+3
+3% +$5.58K 0.17% 110
2013
Q2 		$221K Buy
+120
New +$209K 0.16% 109

Other funds holding TDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eads & Heald Wealth Management's TDW Position: Q1 2014 in Review

Eads & Heald Wealth Management sold out of Tidewater (TDW) in Q1 2014, closing a stake of 112 shares — an estimated $214K sold.

Eads & Heald Wealth Management first reported a position in TDW in Q2 2013 and held it in 3 quarters. The position peaked at $235K in Q3 2013. 252 funds tracked by Wall St. Rank hold TDW as of Q1 2014.

  • Eads & Heald Wealth Management reported no remaining Tidewater position as of Q1 2014 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 112 Tidewater shares in Q1 2014, an estimated $214K.
  • Eads & Heald Wealth Management first reported a position in Tidewater in Q2 2013 and held it in 3 quarters.
  • Eads & Heald Wealth Management's Tidewater position peaked at $235K in Q3 2013.
  • 252 funds tracked by Wall St. Rank held Tidewater as of Q1 2014.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.