Spirit of America Management Corp’s TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, TDJ Stock Holding History

Spirit of America Management Corp’s Portfolio TDJ Stock Details TDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-4,000	Closed	-$104K	–	301
2017 Q3	$104K	Hold	4,000	–	–	0.01%	329
2017 Q2	$102K	Hold	4,000	–	–	0.01%	327
2017 Q1	$101K	Hold	4,000	–	–	0.01%	330
2016 Q4	$100K	Hold	4,000	–	–	0.01%	333
2016 Q3	$103K	Hold	4,000	–	–	0.01%	327
2016 Q2	$103K	Hold	4,000	–	–	0.02%	307
2016 Q1	$101K	Hold	4,000	–	–	0.02%	307
2015 Q4	$101K	Hold	4,000	–	–	0.02%	303
2015 Q3	$102K	Hold	4,000	–	–	0.02%	304
2015 Q2	$100K	Hold	4,000	–	–	0.02%	308
2015 Q1	$103K	Hold	4,000	–	–	0.02%	305
2014 Q4	$99K	Hold	4,000	–	–	0.03%	310
2014 Q3	$100K	Hold	4,000	–	–	0.03%	315
2014 Q2	$103K	Hold	4,000	–	–	0.04%	270
2014 Q1	$102K	Buy	+4,000	New	+$99.6K	0.04%	265
2013 Q4	–	Sell	-4,000	Closed	-$99K	–	201
2013 Q3	$99K	Hold	4,000	–	–	0.04%	279
2013 Q2	$103K	Buy	+4,000	New	+$106K	0.04%	257

Other funds holding TDJ

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Spirit of America Management Corp's TDJ Position: Q4 2017 in Review

Spirit of America Management Corp sold out of TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, (TDJ) in Q4 2017, closing a stake of 4,000 shares — an estimated $104K sold.

Spirit of America Management Corp first reported a position in TDJ in Q2 2013 and held it in 17 quarters. The position peaked at $104K in Q3 2017. 3 funds tracked by Wall St. Rank hold TDJ as of Q4 2017.

Spirit of America Management Corp reported no remaining TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, position as of Q4 2017 after selling out during the quarter.
Spirit of America Management Corp sold 4,000 TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, shares in Q4 2017, an estimated $104K.
Spirit of America Management Corp first reported a position in TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, in Q2 2013 and held it in 17 quarters.
Spirit of America Management Corp's TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, position peaked at $104K in Q3 2017.
3 funds tracked by Wall St. Rank held TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.