Heritage Wealth Advisors
TDK

Heritage Wealth Advisors’s TDK CORP AMER DEP SH TDK Stock Holding History

Heritage Wealth Advisors’s Portfolio TDK Stock Details TDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15
Closed -$1.71K – 611
2019
Q4 		$1.71K Buy
+15
New +$1.71K ﹤0.01% 589

Other funds holding TDK

Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return

Heritage Wealth Advisors's TDK Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of TDK CORP AMER DEP SH (TDK) in Q1 2020, closing a stake of 15 shares — an estimated $1.71K sold.

Heritage Wealth Advisors first reported a position in TDK in Q4 2019 and held it in 1 quarter. The position peaked at $1.71K in Q4 2019. 10 funds tracked by Wall St. Rank hold TDK as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining TDK CORP AMER DEP SH position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 15 TDK CORP AMER DEP SH shares in Q1 2020, an estimated $1.71K.
  • Heritage Wealth Advisors first reported a position in TDK CORP AMER DEP SH in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's TDK CORP AMER DEP SH position peaked at $1.71K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held TDK CORP AMER DEP SH as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.