ACI
T icon

Advance Capital I’s AT&T T Stock Holding History

Advance Capital I’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-50,180
Closed -$1.33M – 213
2014
Q1 		$1.33M Buy
50,180
+35,762
+248% +$898K 0.69% 15
2013
Q4 		$383K Hold
14,418
– – 0.18% 257
2013
Q3 		$368K Sell
14,418
-42,766
-75% -$1.12M 0.19% 241
2013
Q2 		$1.53M Buy
+57,184
New +$1.59M 0.75% 11

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Advance Capital I's T Position: Q2 2014 in Review

Advance Capital I sold out of AT&T (T) in Q2 2014, closing a stake of 50,180 shares — an estimated $1.33M sold.

Advance Capital I first reported a position in T in Q2 2013 and held it in 4 quarters. The position peaked at $1.53M in Q2 2013. 1,624 funds tracked by Wall St. Rank hold T as of Q2 2014.

  • Advance Capital I reported no remaining AT&T position as of Q2 2014 after selling out during the quarter.
  • Advance Capital I sold 50,180 AT&T shares in Q2 2014, an estimated $1.33M.
  • Advance Capital I first reported a position in AT&T in Q2 2013 and held it in 4 quarters.
  • Advance Capital I's AT&T position peaked at $1.53M in Q2 2013.
  • 1,624 funds tracked by Wall St. Rank held AT&T as of Q2 2014.

Based on Advance Capital I's 13F filing for Q2 2014, filed 5 Aug 2014.