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GHP Investment Advisors’s Adtran ADTN Stock Holding History

GHP Investment Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-9,920
Closed -$242K – 273
2014
Q1 		$242K Hold
9,920
– – 0.08% 234
2013
Q4 		$268K Sell
9,920
-2,970
-23% -$74.7K 0.09% 214
2013
Q3 		$343K Hold
12,890
– – 0.12% 186
2013
Q2 		$317K Buy
+12,890
New +$285K 0.13% 184

Other funds holding ADTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

GHP Investment Advisors's ADTN Position: Q2 2014 in Review

GHP Investment Advisors sold out of Adtran (ADTN) in Q2 2014, closing a stake of 9,920 shares — an estimated $242K sold.

GHP Investment Advisors first reported a position in ADTN in Q2 2013 and held it in 4 quarters. The position peaked at $343K in Q3 2013. 153 funds tracked by Wall St. Rank hold ADTN as of Q2 2014.

  • GHP Investment Advisors reported no remaining Adtran position as of Q2 2014 after selling out during the quarter.
  • GHP Investment Advisors sold 9,920 Adtran shares in Q2 2014, an estimated $242K.
  • GHP Investment Advisors first reported a position in Adtran in Q2 2013 and held it in 4 quarters.
  • GHP Investment Advisors's Adtran position peaked at $343K in Q3 2013.
  • 153 funds tracked by Wall St. Rank held Adtran as of Q2 2014.

Based on GHP Investment Advisors's 13F filing for Q2 2014, filed 1 Aug 2014.