IWA
TDJ

Intercontinental Wealth Advisors’s TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, TDJ Stock Holding History

Intercontinental Wealth Advisors’s Portfolio TDJ Stock Details TDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-259
Closed -$7K – 429
2019
Q3 		$7K Buy
259
+5
+2% +$128 ﹤0.01% 374
2019
Q2 		$6K Buy
254
+4
+2% +$101 ﹤0.01% 360
2019
Q1 		$6K Hold
250
– – ﹤0.01% 381
2018
Q4 		$6K Buy
+250
New +$6.13K ﹤0.01% 388

Other funds holding TDJ

SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, (TDJ) in Q4 2019, closing a stake of 259 shares — an estimated $7K sold.

Intercontinental Wealth Advisors first reported a position in TDJ in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2019. 4 funds tracked by Wall St. Rank hold TDJ as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 259 TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, shares in Q4 2019, an estimated $7K.
  • Intercontinental Wealth Advisors first reported a position in TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, position peaked at $7K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, as of Q4 2019.

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