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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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.