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Integrated Wealth Management (Palm Desert)’s Teradata TDC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-3,129
Closed -$97K – 912
2016
Q3 		$97K Buy
+3,129
New +$93.2K 0.03% 323

Other funds holding TDC

First Eagle Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s TDC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Teradata (TDC) in Q4 2016, closing a stake of 3,129 shares — an estimated $97K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TDC in Q3 2016 and held it in 1 quarter. The position peaked at $97K in Q3 2016. 378 funds tracked by Wall St. Rank hold TDC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Teradata position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3,129 Teradata shares in Q4 2016, an estimated $97K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Teradata in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Teradata position peaked at $97K in Q3 2016.
  • 378 funds tracked by Wall St. Rank held Teradata as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.