Independent Portfolio Consultants’s Teradyne TER Stock Holding History

Independent Portfolio Consultants’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$41K	Sell	1,370 -1,085	-44%	-$36.5K	0.02%	539
2017 Q1	$76K	Buy	2,455 +1,261	+106%	+$36K	0.03%	501
2016 Q4	$30K	Buy	+1,194	New	+$28.3K	0.01%	592
2015 Q2	–	Sell	-24	Closed	–	–	1026
2015 Q1	$0	Buy	+24	New	+$460	﹤0.01%	1040
2014 Q3	–	Sell	-1,755	Closed	-$34K	–	940
2014 Q2	$34K	Sell	1,755 -22,910	-93%	-$426K	0.01%	699
2014 Q1	$490K	Buy	+24,665	New	+$477K	0.16%	235

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Independent Portfolio Consultants's TER Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Teradyne (TER) stake by 44% in Q2 2017, selling an estimated $36.5K and leaving 1,370 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #539.

Independent Portfolio Consultants first reported a position in TER in Q1 2014 and has held it in 6 quarters since. The position peaked at $490K in Q1 2014. 388 funds tracked by Wall St. Rank hold TER as of Q2 2017.

Independent Portfolio Consultants held 1,370 shares of Teradyne worth $41K as of Q2 2017.
Independent Portfolio Consultants sold 1,085 Teradyne shares in Q2 2017, an estimated $36.5K.
Teradyne made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #539 holding.
Independent Portfolio Consultants first reported a position in Teradyne in Q1 2014 and has held it in 6 quarters since.
Independent Portfolio Consultants's Teradyne position peaked at $490K in Q1 2014.
388 funds tracked by Wall St. Rank held Teradyne as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.