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RGT Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

RGT Wealth Advisors’s Portfolio TDY Stock Details TDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,109
Closed -$520K – 37
2018
Q3 		$520K Buy
2,109
+24
+1% +$5.47K 1.76% 16
2018
Q2 		$415K Buy
2,085
+60
+3% +$11.8K 1.33% 15
2018
Q1 		$379K Buy
2,025
+348
+21% +$65.8K 0.18% 52
2017
Q4 		$304K Hold
1,677
– – 0.16% 65
2017
Q3 		$267K Hold
1,677
– – 0.18% 66
2017
Q2 		$214K Hold
1,677
– – 0.15% 81
2017
Q1 		$212K Buy
+1,677
New +$214K 0.14% 88

Other funds holding TDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

RGT Wealth Advisors's TDY Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Teledyne Technologies (TDY) in Q4 2018, closing a stake of 2,109 shares — an estimated $520K sold.

RGT Wealth Advisors first reported a position in TDY in Q1 2017 and held it in 7 quarters. The position peaked at $520K in Q3 2018. 308 funds tracked by Wall St. Rank hold TDY as of Q4 2018.

  • RGT Wealth Advisors reported no remaining Teledyne Technologies position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 2,109 Teledyne Technologies shares in Q4 2018, an estimated $520K.
  • RGT Wealth Advisors first reported a position in Teledyne Technologies in Q1 2017 and held it in 7 quarters.
  • RGT Wealth Advisors's Teledyne Technologies position peaked at $520K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.