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PRW Wealth Management’s Telephone and Data Systems TDS Stock Holding History

PRW Wealth Management’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
-150
Closed -$5K – 595
2019
Q1 		$5K Hold
150
– – ﹤0.01% 386
2018
Q4 		$5K Buy
+150
New +$4.98K 0.01% 386

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 $3.38T AUM 44.17% 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

PRW Wealth Management's TDS Position: Q2 2019 in Review

PRW Wealth Management sold out of Telephone and Data Systems (TDS) in Q2 2019, closing a stake of 150 shares — an estimated $5K sold.

PRW Wealth Management first reported a position in TDS in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 299 funds tracked by Wall St. Rank hold TDS as of Q2 2019.

  • PRW Wealth Management reported no remaining Telephone and Data Systems position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 150 Telephone and Data Systems shares in Q2 2019, an estimated $5K.
  • PRW Wealth Management first reported a position in Telephone and Data Systems in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Telephone and Data Systems position peaked at $5K in Q1 2019.
  • 299 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.