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Hellman Jordan Management Company’s AT&T T Stock Holding History

Hellman Jordan Management Company’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
-656,603
Closed -$17.5M – 57
2014
Q3 		$17.5M Buy
656,603
+139,655
+27% +$3.72M 3.32% 7
2014
Q2 		$13.8M Buy
+516,948
New +$13.8M 2.76% 13

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Hellman Jordan Management Company's T Position: Q4 2014 in Review

Hellman Jordan Management Company sold out of AT&T (T) in Q4 2014, closing a stake of 656,603 shares — an estimated $17.5M sold.

Hellman Jordan Management Company first reported a position in T in Q2 2014 and held it in 2 quarters. The position peaked at $17.5M in Q3 2014. 1,708 funds tracked by Wall St. Rank hold T as of Q4 2014.

  • Hellman Jordan Management Company reported no remaining AT&T position as of Q4 2014 after selling out during the quarter.
  • Hellman Jordan Management Company sold 656,603 AT&T shares in Q4 2014, an estimated $17.5M.
  • Hellman Jordan Management Company first reported a position in AT&T in Q2 2014 and held it in 2 quarters.
  • Hellman Jordan Management Company's AT&T position peaked at $17.5M in Q3 2014.
  • 1,708 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Hellman Jordan Management Company's 13F filing for Q4 2014, filed 30 Jan 2015.