OTA Financial Group’s AT&T T Stock Holding History

OTA Financial Group’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 Q4	–	Sell	-86,329	Closed	-$2.31M	–	98
2014 Q3	$2.31M	Buy	+86,329	New	+$2.3M	3.06%	8

Other funds holding T

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

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 New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

OTA Financial Group's T Position: Q4 2014 in Review

OTA Financial Group sold out of AT&T (T) in Q4 2014, closing a stake of 86,329 shares — an estimated $2.31M sold.

OTA Financial Group first reported a position in T in Q3 2014 and held it in 1 quarter. The position peaked at $2.31M in Q3 2014. 1,708 funds tracked by Wall St. Rank hold T as of Q4 2014.

OTA Financial Group reported no remaining AT&T position as of Q4 2014 after selling out during the quarter.
OTA Financial Group sold 86,329 AT&T shares in Q4 2014, an estimated $2.31M.
OTA Financial Group first reported a position in AT&T in Q3 2014 and held it in 1 quarter.
OTA Financial Group's AT&T position peaked at $2.31M in Q3 2014.
1,708 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on OTA Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.