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Partnervest Advisory Services’s Telephone and Data Systems TDS Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-521
Closed -$15K – 1078
2013
Q3 		$15K Sell
521
-124
-19% -$3.41K 0.01% 548
2013
Q2 		$16K Buy
+645
New +$14.5K 0.01% 483

Other funds holding TDS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Partnervest Advisory Services's TDS Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Telephone and Data Systems (TDS) in Q4 2013, closing a stake of 521 shares — an estimated $15K sold.

Partnervest Advisory Services first reported a position in TDS in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q2 2013. 230 funds tracked by Wall St. Rank hold TDS as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Telephone and Data Systems position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 521 Telephone and Data Systems shares in Q4 2013, an estimated $15K.
  • Partnervest Advisory Services first reported a position in Telephone and Data Systems in Q2 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's Telephone and Data Systems position peaked at $16K in Q2 2013.
  • 230 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.