WESPAC Advisors SoCal’s Teradata TDC Stock Holding History

WESPAC Advisors SoCal’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
2017 Q4	–	Sell	-156	Closed	-$5K	–	284
2017 Q3	$5K	Buy	+156	New	+$4.84K	﹤0.01%	228

Other funds holding TDC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

WESPAC Advisors SoCal's TDC Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of Teradata (TDC) in Q4 2017, closing a stake of 156 shares — an estimated $5K sold.

WESPAC Advisors SoCal first reported a position in TDC in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 362 funds tracked by Wall St. Rank hold TDC as of Q4 2017.

WESPAC Advisors SoCal reported no remaining Teradata position as of Q4 2017 after selling out during the quarter.
WESPAC Advisors SoCal sold 156 Teradata shares in Q4 2017, an estimated $5K.
WESPAC Advisors SoCal first reported a position in Teradata in Q3 2017 and held it in 1 quarter.
WESPAC Advisors SoCal's Teradata position peaked at $5K in Q3 2017.
362 funds tracked by Wall St. Rank held Teradata as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.