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

Perkins 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
2014
Q3 		– Sell
-33,111
Closed -$884K – 266
2014
Q2 		$884K Sell
33,111
-99
-0.3% -$2.65K 0.01% 237
2014
Q1 		$880K Sell
33,210
-112,149
-77% -$2.82M 0.01% 240
2013
Q4 		$3.86M Buy
145,359
+42,110
+41% +$1.11M 0.03% 207
2013
Q3 		$2.64M Buy
103,249
+38,979
+61% +$1.02M 0.02% 219
2013
Q2 		$1.72M Buy
+64,270
New +$1.79M 0.01% 247

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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Perkins Investment Management's T Position: Q3 2014 in Review

Perkins Investment Management sold out of AT&T (T) in Q3 2014, closing a stake of 33,111 shares — an estimated $884K sold.

Perkins Investment Management first reported a position in T in Q2 2013 and held it in 5 quarters. The position peaked at $3.86M in Q4 2013. 1,605 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • Perkins Investment Management reported no remaining AT&T position as of Q3 2014 after selling out during the quarter.
  • Perkins Investment Management sold 33,111 AT&T shares in Q3 2014, an estimated $884K.
  • Perkins Investment Management first reported a position in AT&T in Q2 2013 and held it in 5 quarters.
  • Perkins Investment Management's AT&T position peaked at $3.86M in Q4 2013.
  • 1,605 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on Perkins Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.