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Merit Investment Management’s AT&T T Stock Holding History

Merit Investment Management’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
2013
Q4 		$599K Buy
+22,568
New +$594K 0.68% 29
2013
Q3 		– Sell
-280,349
Closed -$7.5M – 53
2013
Q2 		$7.5M Buy
+280,349
New +$7.79M 6.78% 2

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Merit Investment Management's T Position: Q4 2013 in Review

Merit Investment Management opened a new position in AT&T (T) in Q4 2013: 22,568 shares worth $599K. The stake represents 0.68% of the portfolio and ranks #29 among its holdings. This is a return to the name: Merit Investment Management previously reported a position in T as recently as Q2 2013.

Merit Investment Management first reported a position in T in Q2 2013 and has held it in 2 quarters since. The position peaked at $7.5M in Q2 2013. 1,609 funds tracked by Wall St. Rank hold T as of Q4 2013.

  • Merit Investment Management held 22,568 shares of AT&T worth $599K as of Q4 2013.
  • AT&T was a new Merit Investment Management position in Q4 2013.
  • AT&T made up 0.68% of Merit Investment Management's portfolio in Q4 2013, its #29 holding.
  • Merit Investment Management first reported a position in AT&T in Q2 2013 and has held it in 2 quarters since.
  • Merit Investment Management's AT&T position peaked at $7.5M in Q2 2013.
  • 1,609 funds tracked by Wall St. Rank held AT&T as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.