Lee Financial’s Telephone and Data Systems TDS Stock Holding History

Lee Financial’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
2018 Q1	–	Sell	-54	Closed	-$1K	–	775
2017 Q4	$1K	Buy	54 +1	+2%	+$27	﹤0.01%	462
2017 Q3	$1K	Hold	53	–	–	﹤0.01%	466
2017 Q2	$1K	Hold	53	–	–	﹤0.01%	487
2017 Q1	$1K	Buy	53 +1	+2%	+$29	﹤0.01%	396
2016 Q4	$2K	Buy	+52	New	+$1.42K	﹤0.01%	401

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Financial's TDS Position: Q1 2018 in Review

Lee Financial sold out of Telephone and Data Systems (TDS) in Q1 2018, closing a stake of 54 shares — an estimated $1K sold.

Lee Financial first reported a position in TDS in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 258 funds tracked by Wall St. Rank hold TDS as of Q1 2018.

Lee Financial reported no remaining Telephone and Data Systems position as of Q1 2018 after selling out during the quarter.
Lee Financial sold 54 Telephone and Data Systems shares in Q1 2018, an estimated $1K.
Lee Financial first reported a position in Telephone and Data Systems in Q4 2016 and held it in 5 quarters.
Lee Financial's Telephone and Data Systems position peaked at $2K in Q4 2016.
258 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2018.

Based on Lee Financial's 13F filing for Q1 2018, filed 9 May 2018.