RA
TECD

Rational Advisors’s Tech Data Corp TECD Stock Holding History

Rational Advisors’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$90K Sell
1,741
-260
-13% -$13.3K 0.01% 643
2013
Q3 		$100K Sell
2,001
-18
-0.9% -$907 0.01% 655
2013
Q2 		$95K Buy
+2,019
New +$95.5K 0.01% 662

Other funds holding TECD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rational Advisors's TECD Position: Q4 2013 in Review

Rational Advisors reduced its Tech Data Corp (TECD) stake by 13% in Q4 2013, selling an estimated $13.3K and leaving 1,741 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #643.

Rational Advisors first reported a position in TECD in Q2 2013 and has held it in 3 quarters since. The position peaked at $100K in Q3 2013. 213 funds tracked by Wall St. Rank hold TECD as of Q4 2013.

  • Rational Advisors held 1,741 shares of Tech Data Corp worth $90K as of Q4 2013.
  • Rational Advisors sold 260 Tech Data Corp shares in Q4 2013, an estimated $13.3K.
  • Tech Data Corp made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #643 holding.
  • Rational Advisors first reported a position in Tech Data Corp in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Tech Data Corp position peaked at $100K in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Tech Data Corp as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.