Waverly Advisors’s Telephone and Data Systems TDS Stock Holding History

Waverly Advisors’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
2014 Q4	–	Sell	-112	Closed	-$3K	–	644
2014 Q3	$3K	Hold	112	–	–	﹤0.01%	704
2014 Q2	$3K	Hold	112	–	–	﹤0.01%	675
2014 Q1	$3K	Sell	112 -42	-27%	-$1.07K	﹤0.01%	635
2013 Q4	$4K	Buy	+154	New	+$4.36K	﹤0.01%	717

Other funds holding TDS

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's TDS Position: Q4 2014 in Review

Waverly Advisors sold out of Telephone and Data Systems (TDS) in Q4 2014, closing a stake of 112 shares — an estimated $3K sold.

Waverly Advisors first reported a position in TDS in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q4 2013. 215 funds tracked by Wall St. Rank hold TDS as of Q4 2014.

Waverly Advisors reported no remaining Telephone and Data Systems position as of Q4 2014 after selling out during the quarter.
Waverly Advisors sold 112 Telephone and Data Systems shares in Q4 2014, an estimated $3K.
Waverly Advisors first reported a position in Telephone and Data Systems in Q4 2013 and held it in 4 quarters.
Waverly Advisors's Telephone and Data Systems position peaked at $4K in Q4 2013.
215 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.