Icon Wealth Partners’s Teradata TDC Stock Holding History

Icon Wealth Partners’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
2018 Q3	–	Sell	-424	Closed	-$17K	–	674
2018 Q2	$17K	Buy	+424	New	+$17.1K	0.01%	624
2018 Q1	–	Sell	-264	Closed	-$10K	–	670
2017 Q4	$10K	Buy	+264	New	+$9.44K	0.01%	709

Other funds holding TDC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Icon Wealth Partners's TDC Position: Q3 2018 in Review

Icon Wealth Partners sold out of Teradata (TDC) in Q3 2018, closing a stake of 424 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in TDC in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2018. 372 funds tracked by Wall St. Rank hold TDC as of Q3 2018.

Icon Wealth Partners reported no remaining Teradata position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 424 Teradata shares in Q3 2018, an estimated $17K.
Icon Wealth Partners first reported a position in Teradata in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Teradata position peaked at $17K in Q2 2018.
372 funds tracked by Wall St. Rank held Teradata as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.