BSW
PT

Buckingham Strategic Wealth’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

Buckingham Strategic Wealth’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
2014
Q1 		– Sell
-10,356
Closed -$45K – 169
2013
Q4 		$45K Buy
+10,356
New +$46.5K 0.02% 158

Other funds holding PT

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Buckingham Strategic Wealth's PT Position: Q1 2014 in Review

Buckingham Strategic Wealth sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q1 2014, closing a stake of 10,356 shares — an estimated $45K sold.

Buckingham Strategic Wealth first reported a position in PT in Q4 2013 and held it in 1 quarter. The position peaked at $45K in Q4 2013. 68 funds tracked by Wall St. Rank hold PT as of Q1 2014.

  • Buckingham Strategic Wealth reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q1 2014 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,356 PORTUGAL TELECOM SGPS, S.A. shares in Q1 2014, an estimated $45K.
  • Buckingham Strategic Wealth first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q4 2013 and held it in 1 quarter.
  • Buckingham Strategic Wealth's PORTUGAL TELECOM SGPS, S.A. position peaked at $45K in Q4 2013.
  • 68 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q1 2014.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2014, filed 15 Apr 2014.