Polaris Wealth Advisory Group’s Teradata TDC Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-430	Closed	-$16K	–	423
2018 Q3	$16K	Buy	+430	New	+$17.3K	﹤0.01%	351
2018 Q2	–	Sell	-6	Closed	–	–	410
2018 Q1	$0	Buy	+6	New	+$236	﹤0.01%	467
2015 Q2	–	Sell	-11,982	Closed	-$529K	–	83
2015 Q1	$529K	Sell	11,982 -2,363	-16%	-$103K	0.1%	65
2014 Q4	$627K	Buy	+14,345	New	+$614K	0.13%	58

Other funds holding TDC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Polaris Wealth Advisory Group's TDC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Teradata (TDC) in Q4 2018, closing a stake of 430 shares — an estimated $16K sold.

Polaris Wealth Advisory Group first reported a position in TDC in Q4 2014 and held it in 4 quarters. The position peaked at $627K in Q4 2014. 350 funds tracked by Wall St. Rank hold TDC as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Teradata position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 430 Teradata shares in Q4 2018, an estimated $16K.
Polaris Wealth Advisory Group first reported a position in Teradata in Q4 2014 and held it in 4 quarters.
Polaris Wealth Advisory Group's Teradata position peaked at $627K in Q4 2014.
350 funds tracked by Wall St. Rank held Teradata as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.