Welch & Forbes’s Teradata TDC Stock Holding History

Welch & Forbes’s Portfolio TDC Stock Details TDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-46,331	Closed	-$1.34M	–	343
2015 Q3	$1.34M	Sell	46,331 -17,375	-27%	-$557K	0.04%	184
2015 Q2	$2.36M	Sell	63,706 -205,189	-76%	-$8.44M	0.07%	156
2015 Q1	$11.9M	Sell	268,895 -93,476	-26%	-$4.09M	0.36%	79
2014 Q4	$15.8M	Sell	362,371 -42,401	-10%	-$1.82M	0.46%	72
2014 Q3	$17M	Sell	404,772 -21,628	-5%	-$931K	0.52%	68
2014 Q2	$17.1M	Sell	426,400 -61,778	-13%	-$2.7M	0.54%	65
2014 Q1	$24M	Sell	488,178 -155,296	-24%	-$7M	0.76%	43
2013 Q4	$29.3M	Sell	643,474 -81,767	-11%	-$3.71M	0.93%	40
2013 Q3	$40.2M	Sell	725,241 -4,218	-0.6%	-$248K	1.35%	17
2013 Q2	$36.6M	Buy	+729,459	New	+$39.3M	1.31%	20

Other funds holding TDC

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Welch & Forbes's TDC Position: Q4 2015 in Review

Welch & Forbes sold out of Teradata (TDC) in Q4 2015, closing a stake of 46,331 shares — an estimated $1.34M sold.

Welch & Forbes first reported a position in TDC in Q2 2013 and held it in 10 quarters. The position peaked at $40.2M in Q3 2013. 385 funds tracked by Wall St. Rank hold TDC as of Q4 2015.

Welch & Forbes reported no remaining Teradata position as of Q4 2015 after selling out during the quarter.
Welch & Forbes sold 46,331 Teradata shares in Q4 2015, an estimated $1.34M.
Welch & Forbes first reported a position in Teradata in Q2 2013 and held it in 10 quarters.
Welch & Forbes's Teradata position peaked at $40.2M in Q3 2013.
385 funds tracked by Wall St. Rank held Teradata as of Q4 2015.

Based on Welch & Forbes's 13F filing for Q4 2015, filed 27 Jan 2016.