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Peloton Wealth Strategists’s Teradata TDC Stock Holding History

Peloton Wealth Strategists’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-16,650
Closed -$616K – 78
2015
Q2 		$616K Buy
16,650
+300
+2% +$12.3K 0.49% 63
2015
Q1 		$722K Buy
16,350
+1,100
+7% +$48.1K 0.56% 63
2014
Q4 		$666K Sell
15,250
-1,600
-9% -$68.5K 0.51% 65
2014
Q3 		$706K Buy
+16,850
New +$725K 0.56% 62
2014
Q2 		– Sell
-11,800
Closed -$580K – 92
2014
Q1 		$580K Buy
11,800
+300
+3% +$13.5K 0.48% 62
2013
Q4 		$523K Buy
11,500
+1,100
+11% +$49.9K 0.42% 66
2013
Q3 		$577K Buy
+10,400
New +$611K 0.48% 65

Other funds holding TDC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Peloton Wealth Strategists's TDC Position: Q3 2015 in Review

Peloton Wealth Strategists sold out of Teradata (TDC) in Q3 2015, closing a stake of 16,650 shares — an estimated $616K sold.

Peloton Wealth Strategists first reported a position in TDC in Q3 2013 and held it in 7 quarters. The position peaked at $722K in Q1 2015. 375 funds tracked by Wall St. Rank hold TDC as of Q3 2015.

  • Peloton Wealth Strategists reported no remaining Teradata position as of Q3 2015 after selling out during the quarter.
  • Peloton Wealth Strategists sold 16,650 Teradata shares in Q3 2015, an estimated $616K.
  • Peloton Wealth Strategists first reported a position in Teradata in Q3 2013 and held it in 7 quarters.
  • Peloton Wealth Strategists's Teradata position peaked at $722K in Q1 2015.
  • 375 funds tracked by Wall St. Rank held Teradata as of Q3 2015.

Based on Peloton Wealth Strategists's 13F filing for Q3 2015, filed 2 Nov 2015.