Intercontinental Wealth Advisors’s TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 TDE Stock Holding History

Intercontinental Wealth Advisors’s Portfolio TDE Stock Details TDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-258	Closed	-$6K	–	428
2019 Q3	$6K	Buy	258 +4	+2%	+$102	﹤0.01%	383
2019 Q2	$6K	Buy	254 +4	+2%	+$101	﹤0.01%	359
2019 Q1	$6K	Hold	250	–	–	﹤0.01%	380
2018 Q4	$6K	Buy	+250	New	+$5.98K	﹤0.01%	387

Other funds holding TDE

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Intercontinental Wealth Advisors's TDE Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 (TDE) in Q4 2019, closing a stake of 258 shares — an estimated $6K sold.

Intercontinental Wealth Advisors first reported a position in TDE in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 1 fund tracked by Wall St. Rank holds TDE as of Q4 2019.

Intercontinental Wealth Advisors reported no remaining TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 position as of Q4 2019 after selling out during the quarter.
Intercontinental Wealth Advisors sold 258 TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 shares in Q4 2019, an estimated $6K.
Intercontinental Wealth Advisors first reported a position in TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 in Q4 2018 and held it in 4 quarters.
Intercontinental Wealth Advisors's TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 position peaked at $6K in Q3 2019.
1 fund tracked by Wall St. Rank held TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.