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Placemark Investments’s AT&T T Stock Holding History

Placemark Investments’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 		$24.2M Buy
955,123
+82,890
+10% +$2.15M 0.43% 38
2014
Q3 		$23.2M Buy
872,233
+71,638
+9% +$1.91M 0.43% 40
2014
Q2 		$21.4M Buy
800,595
+65,534
+9% +$1.76M 0.38% 46
2014
Q1 		$19.5M Sell
735,061
-149,465
-17% -$3.75M 0.37% 39
2013
Q4 		$23.5M Buy
884,526
+6,517
+0.7% +$171K 0.39% 49
2013
Q3 		$22.4M Sell
878,009
-89,243
-9% -$2.34M 0.43% 43
2013
Q2 		$25.9M Buy
+967,252
New +$26.9M 0.55% 22

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Placemark Investments's T Position: Q4 2014 in Review

Placemark Investments increased its AT&T (T) stake by 9.5% in Q4 2014, buying an estimated $2.15M and bringing the position to 955,123 shares worth $24.2M. The position accounts for 0.43% of the portfolio, ranked #38.

Placemark Investments first reported a position in T in Q2 2013 and has held it in 7 quarters since. The position peaked at $25.9M in Q2 2013. 1,708 funds tracked by Wall St. Rank hold T as of Q4 2014.

  • Placemark Investments held 955,123 shares of AT&T worth $24.2M as of Q4 2014.
  • Placemark Investments bought 82,890 AT&T shares in Q4 2014, an estimated $2.15M.
  • AT&T made up 0.43% of Placemark Investments's portfolio in Q4 2014, its #38 holding.
  • Placemark Investments first reported a position in AT&T in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's AT&T position peaked at $25.9M in Q2 2013.
  • 1,708 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.