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Willingdon Wealth Management’s Teladoc Health TDOC Stock Holding History

Willingdon Wealth Management’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3
Closed – – 524
2019
Q3 		$0 Buy
+3
New +$197 ﹤0.01% 538

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Baillie Gifford & Co
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Willingdon Wealth Management's TDOC Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Teladoc Health (TDOC) in Q4 2019, closing a stake of 3 shares.

Willingdon Wealth Management first reported a position in TDOC in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 421 funds tracked by Wall St. Rank hold TDOC as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Teladoc Health position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 3 Teladoc Health shares in Q4 2019.
  • Willingdon Wealth Management first reported a position in Teladoc Health in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Teladoc Health position peaked at $0 in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.