J. Goldman & Co’s Adtran ADTN Stock Holding History

J. Goldman & Co’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
2017 Q1	–	Sell	-259,191	Closed	-$5.79M	–	320
2016 Q4	$5.79M	Sell	259,191 -70,809	-21%	-$1.43M	0.38%	82
2016 Q3	$6.32M	Buy	+330,000	New	+$6.08M	0.36%	82
2015 Q3	–	Sell	-611,735	Closed	-$9.94M	–	208
2015 Q2	$9.94M	Buy	+611,735	New	+$10.5M	0.6%	46
2014 Q4	–	Sell	-113,153	Closed	-$2.32M	–	178
2014 Q3	$2.32M	Buy	+113,153	New	+$2.53M	0.14%	171

Other funds holding ADTN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J. Goldman & Co's ADTN Position: Q1 2017 in Review

J. Goldman & Co sold out of Adtran (ADTN) in Q1 2017, closing a stake of 259,191 shares — an estimated $5.79M sold.

J. Goldman & Co first reported a position in ADTN in Q3 2014 and held it in 4 quarters. The position peaked at $9.94M in Q2 2015. 163 funds tracked by Wall St. Rank hold ADTN as of Q1 2017.

J. Goldman & Co reported no remaining Adtran position as of Q1 2017 after selling out during the quarter.
J. Goldman & Co sold 259,191 Adtran shares in Q1 2017, an estimated $5.79M.
J. Goldman & Co first reported a position in Adtran in Q3 2014 and held it in 4 quarters.
J. Goldman & Co's Adtran position peaked at $9.94M in Q2 2015.
163 funds tracked by Wall St. Rank held Adtran as of Q1 2017.

Based on J. Goldman & Co's 13F filing for Q1 2017, filed 15 May 2017.