BWFA
ADT

Baltimore-Washington Financial Advisors’s ADT Corp ADT Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-35
Closed -$1K – 292
2015
Q3 		$1K Buy
+35
New +$1.14K ﹤0.01% 265

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baltimore-Washington Financial Advisors's ADT Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of ADT Corp (ADT) in Q4 2015, closing a stake of 35 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in ADT in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 472 funds tracked by Wall St. Rank hold ADT as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining ADT Corp position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 35 ADT Corp shares in Q4 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in ADT Corp in Q3 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's ADT Corp position peaked at $1K in Q3 2015.
  • 472 funds tracked by Wall St. Rank held ADT Corp as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.