IWP
TDS icon

Icon Wealth Partners’s Telephone and Data Systems TDS Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-40
Closed -$1K – 695
2019
Q1 		$1K Buy
+40
New +$1.36K ﹤0.01% 875

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Icon Wealth Partners's TDS Position: Q2 2019 in Review

Icon Wealth Partners sold out of Telephone and Data Systems (TDS) in Q2 2019, closing a stake of 40 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in TDS in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 299 funds tracked by Wall St. Rank hold TDS as of Q2 2019.

  • Icon Wealth Partners reported no remaining Telephone and Data Systems position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 40 Telephone and Data Systems shares in Q2 2019, an estimated $1K.
  • Icon Wealth Partners first reported a position in Telephone and Data Systems in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Telephone and Data Systems position peaked at $1K in Q1 2019.
  • 299 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.