Sheaff Brock Investment Advisors’s Adtran ADTN Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-140,001	Closed	-$2.89M	–	569
2017 Q2	$2.89M	Hold	140,001	–	–	0.38%	60
2017 Q1	$2.9M	Hold	140,001	–	–	0.38%	61
2016 Q4	$3.13M	Buy	140,001 +2,001	+1%	+$40.5K	0.4%	60
2016 Q3	$2.64M	Hold	138,000	–	–	0.35%	66
2016 Q2	$2.57M	Hold	138,000	–	–	0.33%	71
2016 Q1	$2.79M	Hold	138,000	–	–	0.34%	61
2015 Q4	$2.38M	Buy	+138,000	New	+$2.2M	0.27%	89

Other funds holding ADTN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sheaff Brock Investment Advisors's ADTN Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Adtran (ADTN) in Q3 2017, closing a stake of 140,001 shares — an estimated $2.89M sold.

Sheaff Brock Investment Advisors first reported a position in ADTN in Q4 2015 and held it in 7 quarters. The position peaked at $3.13M in Q4 2016. 170 funds tracked by Wall St. Rank hold ADTN as of Q3 2017.

Sheaff Brock Investment Advisors reported no remaining Adtran position as of Q3 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 140,001 Adtran shares in Q3 2017, an estimated $2.89M.
Sheaff Brock Investment Advisors first reported a position in Adtran in Q4 2015 and held it in 7 quarters.
Sheaff Brock Investment Advisors's Adtran position peaked at $3.13M in Q4 2016.
170 funds tracked by Wall St. Rank held Adtran as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.