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McAdams Wright Ragen’s AT&T T Stock Holding History

McAdams Wright Ragen’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
Q3 		$9.33M Buy
+350,492
New +$9.32M 0.52% 57
2014
Q2 		– Sell
-465,193
Closed -$12.3M – 409
2014
Q1 		$12.3M Sell
465,193
-188,214
-29% -$4.73M 0.76% 35
2013
Q4 		$17.4M Buy
653,407
+27,788
+4% +$731K 1.15% 23
2013
Q3 		$16M Buy
625,619
+4,276
+0.7% +$112K 1.26% 23
2013
Q2 		$16.6M Buy
+621,343
New +$17.3M 1.33% 17

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McAdams Wright Ragen's T Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in AT&T (T) in Q3 2014: 350,492 shares worth $9.33M. The stake represents 0.52% of the portfolio and ranks #57 among its holdings. This is a return to the name: McAdams Wright Ragen previously reported a position in T as recently as Q1 2014.

McAdams Wright Ragen first reported a position in T in Q2 2013 and has held it in 5 quarters since. The position peaked at $17.4M in Q4 2013. 1,603 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • McAdams Wright Ragen held 350,492 shares of AT&T worth $9.33M as of Q3 2014.
  • AT&T was a new McAdams Wright Ragen position in Q3 2014.
  • AT&T made up 0.52% of McAdams Wright Ragen's portfolio in Q3 2014, its #57 holding.
  • McAdams Wright Ragen first reported a position in AT&T in Q2 2013 and has held it in 5 quarters since.
  • McAdams Wright Ragen's AT&T position peaked at $17.4M in Q4 2013.
  • 1,603 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.