Winch Advisory Services, LLC - TELEPHONE & DATA SYSTEM 7.000 ownership

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of TELEPHONE & DATA SYSTEM 7.000
ValueSharesWeighting
Q1 2021$4,0000.0%159
+1.9%
0.00%0.0%
Q4 2020$4,0000.0%156
+2.0%
0.00%0.0%
Q3 2020$4,0000.0%153
+1.3%
0.00%0.0%
Q2 2020$4,000
+33.3%
151
+2.0%
0.00%
+100.0%
Q1 2020$3,000
-25.0%
148
+2.1%
0.00%
-50.0%
Q4 2019$4,0000.0%145
+1.4%
0.00%0.0%
Q3 2019$4,0000.0%143
+2.1%
0.00%0.0%
Q2 2019$4,000
+33.3%
140
+1.4%
0.00%0.0%
Q1 2019$3,0000.0%138
+2.2%
0.00%0.0%
Q4 2018$3,0001350.00%
Other shareholders
TELEPHONE & DATA SYSTEM 7.000 shareholders Q2 2021
NameSharesValueWeighting ↓
KCM INVESTMENT ADVISORS LLC 41,750$1,037,0000.12%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000$99,0000.04%
Estabrook Capital Management 2,500$62,075,0000.01%
Janney Montgomery Scott LLC 8,350$207,331,0000.01%
PRIVATE TRUST CO NA 400$10,0000.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC 19,357$481,0000.00%
VICTORY CAPITAL MANAGEMENT INC 19$00.00%
View complete list of TELEPHONE & DATA SYSTEM 7.000 shareholders