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Wealthspire Advisors (Maryland)’s Telephone and Data Systems TDS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-232
Closed -$7K – 1853
2019
Q1 		$7K Sell
232
-2
-0.9% -$68 ﹤0.01% 1698
2018
Q4 		$8K Buy
234
+118
+102% +$3.91K ﹤0.01% 1568
2018
Q3 		$4K Buy
116
+10
+9% +$285 ﹤0.01% 1935
2018
Q2 		$3K Sell
106
-102
-49% -$2.76K ﹤0.01% 2049
2018
Q1 		$6K Buy
208
+23
+12% +$625 ﹤0.01% 1760
2017
Q4 		$5K Buy
185
+11
+6% +$302 ﹤0.01% 1849
2017
Q3 		$5K Buy
+174
New +$4.92K ﹤0.01% 1803
2016
Q2 		– Sell
-45
Closed -$1K – 1801
2016
Q1 		$1K Buy
45
+12
+36% +$303 ﹤0.01% 1676
2015
Q4 		$1K Buy
+33
New +$901 ﹤0.01% 1651

Other funds holding TDS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Telephone and Data Systems (TDS) in Q2 2019, closing a stake of 232 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in TDS in Q4 2015 and held it in 9 quarters. The position peaked at $8K in Q4 2018. 299 funds tracked by Wall St. Rank hold TDS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Telephone and Data Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 232 Telephone and Data Systems shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Telephone and Data Systems in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Telephone and Data Systems position peaked at $8K in Q4 2018.
  • 299 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.