LIA
TECD

LBMC Investment Advisors’s Tech Data Corp TECD Stock Holding History

LBMC Investment Advisors’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,470
Closed -$211K – 108
2019
Q4 		$211K Buy
+1,470
New +$189K 0.03% 101
2018
Q4 		– Sell
-6,084
Closed -$435K – 101
2018
Q3 		$435K Sell
6,084
-4
-0.1% -$324 0.07% 63
2018
Q2 		$500K Buy
6,088
+4
+0.1% +$329 0.08% 57
2018
Q1 		$518K Hold
6,084
– – 0.09% 54
2017
Q4 		$596K Hold
6,084
– – 0.1% 46
2017
Q3 		$541K Hold
6,084
– – 0.09% 48
2017
Q2 		$614K Hold
6,084
– – 0.11% 41
2017
Q1 		$571K Hold
6,084
– – 0.1% 45
2016
Q4 		$515K Hold
6,084
– – 0.1% 46
2016
Q3 		$515K Buy
+6,084
New +$471K 0.1% 50

Other funds holding TECD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

LBMC Investment Advisors's TECD Position: Q1 2020 in Review

LBMC Investment Advisors sold out of Tech Data Corp (TECD) in Q1 2020, closing a stake of 1,470 shares — an estimated $211K sold.

LBMC Investment Advisors first reported a position in TECD in Q3 2016 and held it in 10 quarters. The position peaked at $614K in Q2 2017. 286 funds tracked by Wall St. Rank hold TECD as of Q1 2020.

  • LBMC Investment Advisors reported no remaining Tech Data Corp position as of Q1 2020 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,470 Tech Data Corp shares in Q1 2020, an estimated $211K.
  • LBMC Investment Advisors first reported a position in Tech Data Corp in Q3 2016 and held it in 10 quarters.
  • LBMC Investment Advisors's Tech Data Corp position peaked at $614K in Q2 2017.
  • 286 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2020.

Based on LBMC Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.