KA
ADT

Klingman & Associates’s ADT Corp ADT Stock Holding History

Klingman & Associates’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-216
Closed -$9K – 402
2016
Q1 		$9K Hold
216
– – ﹤0.01% 307
2015
Q4 		$7K Hold
216
– – ﹤0.01% 324
2015
Q3 		$6K Hold
216
– – ﹤0.01% 354
2015
Q2 		$7K Hold
216
– – ﹤0.01% 332
2015
Q1 		$9K Hold
216
– – ﹤0.01% 287
2014
Q4 		$7K Buy
+216
New +$7.43K ﹤0.01% 304

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Klingman & Associates's ADT Position: Q2 2016 in Review

Klingman & Associates sold out of ADT Corp (ADT) in Q2 2016, closing a stake of 216 shares — an estimated $9K sold.

Klingman & Associates first reported a position in ADT in Q4 2014 and held it in 6 quarters. The position peaked at $9K in Q1 2016. 1 fund tracked by Wall St. Rank holds ADT as of Q2 2016.

  • Klingman & Associates reported no remaining ADT Corp position as of Q2 2016 after selling out during the quarter.
  • Klingman & Associates sold 216 ADT Corp shares in Q2 2016, an estimated $9K.
  • Klingman & Associates first reported a position in ADT Corp in Q4 2014 and held it in 6 quarters.
  • Klingman & Associates's ADT Corp position peaked at $9K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held ADT Corp as of Q2 2016.

Based on Klingman & Associates's 13F filing for Q2 2016, filed 4 Aug 2016.