Aperio Group’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

Aperio Group’s Portfolio PT Stock Details PT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-113,373	Closed	-$66K	–	2077
2015 Q1	$66K	Sell	113,373 -231,168	-67%	-$187K	﹤0.01%	1937
2014 Q4	$365K	Buy	344,541 +149,455	+77%	+$234K	﹤0.01%	1387
2014 Q3	$408K	Sell	195,086 -40,504	-17%	-$91.8K	0.01%	1235
2014 Q2	$862K	Sell	235,590 -52,337	-18%	-$211K	0.01%	902
2014 Q1	$1.23M	Buy	+287,927	New	+$1.29M	0.02%	900
2013 Q4	–	Sell	-224,242	Closed	-$1.01M	–	877
2013 Q3	$1M	Sell	224,242 -12,015	-5%	-$47.4K	0.02%	838
2013 Q2	$928K	Buy	+236,257	New	+$1.11M	0.02%	787

Other funds holding PT

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

PVWM

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Aperio Group's PT Position: Q2 2015 in Review

Aperio Group sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q2 2015, closing a stake of 113,373 shares — an estimated $66K sold.

Aperio Group first reported a position in PT in Q2 2013 and held it in 7 quarters. The position peaked at $1.23M in Q1 2014. 4 funds tracked by Wall St. Rank hold PT as of Q2 2015.

Aperio Group reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q2 2015 after selling out during the quarter.
Aperio Group sold 113,373 PORTUGAL TELECOM SGPS, S.A. shares in Q2 2015, an estimated $66K.
Aperio Group first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q2 2013 and held it in 7 quarters.
Aperio Group's PORTUGAL TELECOM SGPS, S.A. position peaked at $1.23M in Q1 2014.
4 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q2 2015.

Based on Aperio Group's 13F filing for Q2 2015, filed 29 Jul 2015.