Wealth Enhancement Advisory Services
TECD

Wealth Enhancement Advisory Services’s Tech Data Corp TECD Stock Holding History

Wealth Enhancement Advisory Services’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
2015
Q2 		– Sell
-10,658
Closed -$616K – 124
2015
Q1 		$616K Buy
10,658
+1,751
+20% +$102K 0.24% 96
2014
Q4 		$563K Buy
+8,907
New +$534K 0.22% 87

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's TECD Position: Q2 2015 in Review

Wealth Enhancement Advisory Services sold out of Tech Data Corp (TECD) in Q2 2015, closing a stake of 10,658 shares — an estimated $616K sold.

Wealth Enhancement Advisory Services first reported a position in TECD in Q4 2014 and held it in 2 quarters. The position peaked at $616K in Q1 2015. 228 funds tracked by Wall St. Rank hold TECD as of Q2 2015.

  • Wealth Enhancement Advisory Services reported no remaining Tech Data Corp position as of Q2 2015 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,658 Tech Data Corp shares in Q2 2015, an estimated $616K.
  • Wealth Enhancement Advisory Services first reported a position in Tech Data Corp in Q4 2014 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Tech Data Corp position peaked at $616K in Q1 2015.
  • 228 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2015.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2015, filed 27 Jul 2015.