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Ground Swell Capital’s AT&T T Stock Holding History

Ground Swell Capital’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
Q3 		$308K Buy
11,574
+3,858
+50% +$103K 0.58% 17
2014
Q2 		$206K Buy
+7,716
New +$207K 0.4% 22

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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ground Swell Capital's T Position: Q3 2014 in Review

Ground Swell Capital increased its AT&T (T) stake by 50% in Q3 2014, buying an estimated $103K and bringing the position to 11,574 shares worth $308K. The position accounts for 0.58% of the portfolio, ranked #17.

Ground Swell Capital first reported a position in T in Q2 2014 and has held it in 2 quarters since. 1,604 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • Ground Swell Capital held 11,574 shares of AT&T worth $308K as of Q3 2014.
  • Ground Swell Capital bought 3,858 AT&T shares in Q3 2014, an estimated $103K.
  • AT&T made up 0.58% of Ground Swell Capital's portfolio in Q3 2014, its #17 holding.
  • Ground Swell Capital first reported a position in AT&T in Q2 2014 and has held it in 2 quarters since.
  • 1,604 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.