HWA
DT

Heritage Wealth Advisors’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

Heritage Wealth Advisors’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-186
Closed -$3.04K – 607
2019
Q4 		$3.04K Buy
+186
New +$3.04K ﹤0.01% 490

Other funds holding DT

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
SCM
Stonebridge Capital Management Los Angeles, California $220M AUM

Heritage Wealth Advisors's DT Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of DEUTSCHE TELEKOM AG ADS (1ORD) (DT) in Q1 2020, closing a stake of 186 shares — an estimated $3.04K sold.

Heritage Wealth Advisors first reported a position in DT in Q4 2019 and held it in 1 quarter. The position peaked at $3.04K in Q4 2019. 19 funds tracked by Wall St. Rank hold DT as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining DEUTSCHE TELEKOM AG ADS (1ORD) position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 186 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q1 2020, an estimated $3.04K.
  • Heritage Wealth Advisors first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $3.04K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.