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Palisades Investment Partners’s AT&T T Stock Holding History

Palisades Investment Partners’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
Q2 		$1.1M Sell
41,044
-27,672
-40% -$741K 1.95% 11
2014
Q1 		$1.82M Hold
68,716
– – 1.97% 10
2013
Q4 		$1.78M Sell
68,716
-21,184
-24% -$557K 1.96% 17
2013
Q3 		$2.3M Hold
89,900
– – 2.16% 13
2013
Q2 		$2.4M Buy
+89,900
New +$2.5M 2.39% 11

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Palisades Investment Partners's T Position: Q2 2014 in Review

Palisades Investment Partners reduced its AT&T (T) stake by 40% in Q2 2014, selling an estimated $741K and leaving 41,044 shares worth $1.1M. The position accounts for 1.95% of the portfolio, ranked #11.

Palisades Investment Partners first reported a position in T in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.4M in Q2 2013. 1,622 funds tracked by Wall St. Rank hold T as of Q2 2014.

  • Palisades Investment Partners held 41,044 shares of AT&T worth $1.1M as of Q2 2014.
  • Palisades Investment Partners sold 27,672 AT&T shares in Q2 2014, an estimated $741K.
  • AT&T made up 1.95% of Palisades Investment Partners's portfolio in Q2 2014, its #11 holding.
  • Palisades Investment Partners first reported a position in AT&T in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's AT&T position peaked at $2.4M in Q2 2013.
  • 1,622 funds tracked by Wall St. Rank held AT&T as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.