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Edge Asset Management’s AT&T T Stock Holding History

Edge Asset Management’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
Q4 		– Sell
-609,963
Closed -$16.2M – 301
2014
Q3 		$16.2M Sell
609,963
-81,360
-12% -$2.16M 0.16% 145
2014
Q2 		$18.5M Sell
691,323
-87,814
-11% -$2.35M 0.19% 121
2014
Q1 		$20.6M Sell
779,137
-94,070
-11% -$2.36M 0.22% 106
2013
Q4 		$23.2M Sell
873,207
-113,831
-12% -$2.99M 0.25% 103
2013
Q3 		$25.2M Sell
987,038
-26,083
-3% -$685K 0.3% 94
2013
Q2 		$27.1M Buy
+1,013,121
New +$28.1M 0.34% 86

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Edge Asset Management's T Position: Q4 2014 in Review

Edge Asset Management sold out of AT&T (T) in Q4 2014, closing a stake of 609,963 shares — an estimated $16.2M sold.

Edge Asset Management first reported a position in T in Q2 2013 and held it in 6 quarters. The position peaked at $27.1M in Q2 2013. 1,710 funds tracked by Wall St. Rank hold T as of Q4 2014.

  • Edge Asset Management reported no remaining AT&T position as of Q4 2014 after selling out during the quarter.
  • Edge Asset Management sold 609,963 AT&T shares in Q4 2014, an estimated $16.2M.
  • Edge Asset Management first reported a position in AT&T in Q2 2013 and held it in 6 quarters.
  • Edge Asset Management's AT&T position peaked at $27.1M in Q2 2013.
  • 1,710 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Edge Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.