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Gupta Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-358
Closed -$9K – 1274
2015
Q4 		$9K Buy
+358
New +$9.78K ﹤0.01% 917

Other funds holding TDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Gupta Wealth Management's TDS Position: Q1 2016 in Review

Gupta Wealth Management sold out of Telephone and Data Systems (TDS) in Q1 2016, closing a stake of 358 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in TDS in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 253 funds tracked by Wall St. Rank hold TDS as of Q1 2016.

  • Gupta Wealth Management reported no remaining Telephone and Data Systems position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 358 Telephone and Data Systems shares in Q1 2016, an estimated $9K.
  • Gupta Wealth Management first reported a position in Telephone and Data Systems in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Telephone and Data Systems position peaked at $9K in Q4 2015.
  • 253 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.