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Index Management Solutions’s Adtran ADTN Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-15,959
Closed -$328K – 796
2014
Q3 		$328K Buy
+15,959
New +$357K 0.04% 424

Other funds holding ADTN

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's ADTN Position: Q4 2014 in Review

Index Management Solutions sold out of Adtran (ADTN) in Q4 2014, closing a stake of 15,959 shares — an estimated $328K sold.

Index Management Solutions first reported a position in ADTN in Q3 2014 and held it in 1 quarter. The position peaked at $328K in Q3 2014. 141 funds tracked by Wall St. Rank hold ADTN as of Q4 2014.

  • Index Management Solutions reported no remaining Adtran position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 15,959 Adtran shares in Q4 2014, an estimated $328K.
  • Index Management Solutions first reported a position in Adtran in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's Adtran position peaked at $328K in Q3 2014.
  • 141 funds tracked by Wall St. Rank held Adtran as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.