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Measured Wealth Private Client Group’s Teradyne TER Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-150
Closed -$6K – 641
2018
Q3 		$6K Buy
+150
New +$6.04K ﹤0.01% 677

Other funds holding TER

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Measured Wealth Private Client Group's TER Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Teradyne (TER) in Q4 2018, closing a stake of 150 shares — an estimated $6K sold.

Measured Wealth Private Client Group first reported a position in TER in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 385 funds tracked by Wall St. Rank hold TER as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Teradyne position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 150 Teradyne shares in Q4 2018, an estimated $6K.
  • Measured Wealth Private Client Group first reported a position in Teradyne in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Teradyne position peaked at $6K in Q3 2018.
  • 385 funds tracked by Wall St. Rank held Teradyne as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.