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Legacy Financial Advisors’s Telephone and Data Systems TDS Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-432
Closed -$13K – 811
2019
Q1 		$13K Hold
432
– – ﹤0.01% 568
2018
Q4 		$14K Hold
432
– – 0.01% 492
2018
Q3 		$13K Buy
432
+196
+83% +$5.59K ﹤0.01% 461
2018
Q2 		$6K Hold
236
– – ﹤0.01% 671
2018
Q1 		$6K Hold
236
– – ﹤0.01% 608
2017
Q4 		$6K Buy
+236
New +$6.48K ﹤0.01% 609

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Legacy Financial Advisors's TDS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Telephone and Data Systems (TDS) in Q2 2019, closing a stake of 432 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in TDS in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q4 2018. 299 funds tracked by Wall St. Rank hold TDS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Telephone and Data Systems position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 432 Telephone and Data Systems shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in Telephone and Data Systems in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Telephone and Data Systems position peaked at $14K in Q4 2018.
  • 299 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.