Kelman-Lazarov Inc’s TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 TDE Stock Holding History

Kelman-Lazarov Inc’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
2016 Q4	–	Sell	-400	Closed	-$10.3K	–	371
2016 Q3	$10.3K	Hold	400	–	–	0.01%	298
2016 Q2	$10.4K	Hold	400	–	–	0.01%	283
2016 Q1	$10K	Buy	+400	New	+$10.1K	0.01%	287

Other funds holding TDE

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

SAM

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

Kelman-Lazarov Inc's TDE Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 (TDE) in Q4 2016, closing a stake of 400 shares — an estimated $10.3K sold.

Kelman-Lazarov Inc first reported a position in TDE in Q1 2016 and held it in 3 quarters. The position peaked at $10.4K in Q2 2016. 2 funds tracked by Wall St. Rank hold TDE as of Q4 2016.

Kelman-Lazarov Inc reported no remaining TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 position as of Q4 2016 after selling out during the quarter.
Kelman-Lazarov Inc sold 400 TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 shares in Q4 2016, an estimated $10.3K.
Kelman-Lazarov Inc first reported a position in TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 in Q1 2016 and held it in 3 quarters.
Kelman-Lazarov Inc's TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 position peaked at $10.4K in Q2 2016.
2 funds tracked by Wall St. Rank held TELEPHONE AND DATA SYSTEMS, INC. 6.875% SER NTS DUE 2059 as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.