WWM
TECD

Willingdon Wealth Management’s Tech Data Corp TECD Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-10
Closed -$1K – 569
2019
Q3 		$1K Buy
+10
New +$975 ﹤0.01% 493

Other funds holding TECD

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Willingdon Wealth Management sold out of Tech Data Corp (TECD) in Q4 2019, closing a stake of 10 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in TECD in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 304 funds tracked by Wall St. Rank hold TECD as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Tech Data Corp position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 10 Tech Data Corp shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Tech Data Corp in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Tech Data Corp position peaked at $1K in Q3 2019.
  • 304 funds tracked by Wall St. Rank held Tech Data Corp as of Q4 2019.

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