Joel Isaacson & Co’s Teradyne TER Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-668	Closed	-$17K	–	492
2016 Q4	$17K	Hold	668	–	–	﹤0.01%	444
2016 Q3	$14K	Hold	668	–	–	﹤0.01%	510
2016 Q2	$13K	Hold	668	–	–	﹤0.01%	518
2016 Q1	$14K	Hold	668	–	–	﹤0.01%	538
2015 Q4	$14K	Hold	668	–	–	﹤0.01%	515
2015 Q3	$12K	Hold	668	–	–	﹤0.01%	554
2015 Q2	$13K	Hold	668	–	–	﹤0.01%	559
2015 Q1	$13K	Hold	668	–	–	﹤0.01%	544
2014 Q4	$13K	Hold	668	–	–	﹤0.01%	482
2014 Q3	$13K	Sell	668 -700	-51%	-$13.7K	﹤0.01%	462
2014 Q2	$27K	Hold	1,368	–	–	0.01%	369
2014 Q1	$27K	Hold	1,368	–	–	0.01%	371
2013 Q4	$24K	Hold	1,368	–	–	0.01%	355
2013 Q3	$23K	Hold	1,368	–	–	0.01%	344
2013 Q2	$24K	Buy	+1,368	New	+$22.7K	0.01%	307

Other funds holding TER

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alkeon Capital Management

Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return