IWA
TDI

IBEX Wealth Advisors’s Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 TDI Stock Holding History

IBEX Wealth Advisors’s Portfolio TDI Stock Details TDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,664
Closed -$285K – 472
2016
Q3 		$285K Buy
+10,664
New +$287K 0.16% 100

IBEX Wealth Advisors's TDI Position: Q4 2016 in Review

IBEX Wealth Advisors sold out of Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 (TDI) in Q4 2016, closing a stake of 10,664 shares — an estimated $285K sold.

IBEX Wealth Advisors first reported a position in TDI in Q3 2016 and held it in 1 quarter. The position peaked at $285K in Q3 2016. 0 funds tracked by Wall St. Rank hold TDI as of Q4 2016.

  • IBEX Wealth Advisors reported no remaining Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 position as of Q4 2016 after selling out during the quarter.
  • IBEX Wealth Advisors sold 10,664 Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 shares in Q4 2016, an estimated $285K.
  • IBEX Wealth Advisors first reported a position in Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 in Q3 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 position peaked at $285K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Telephone and Data Systems, Inc. 6.625% Senior Notes Due 03-31-2045 as of Q4 2016.

Based on IBEX Wealth Advisors's 13F filing for Q4 2016, filed 24 Mar 2017.