JWM
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Jeppson Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-400
Closed -$7K – 410
2020
Q3 		$7K Buy
+400
New +$8.42K 0.01% 430

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Jeppson Wealth Management's TDS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Telephone and Data Systems (TDS) in Q4 2020, closing a stake of 400 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in TDS in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 241 funds tracked by Wall St. Rank hold TDS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Telephone and Data Systems position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 400 Telephone and Data Systems shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in Telephone and Data Systems in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Telephone and Data Systems position peaked at $7K in Q3 2020.
  • 241 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.