Simplicity Solutions’s Adtran ADTN Stock Holding History

Simplicity Solutions’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
2019 Q4	–	Sell	-28,188	Closed	-$320K	–	828
2019 Q3	$320K	Buy	28,188 +648	+2%	+$7.7K	0.01%	526
2019 Q2	$420K	Buy	+27,540	New	+$439K	0.02%	402

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

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Simplicity Solutions's ADTN Position: Q4 2019 in Review

Simplicity Solutions sold out of Adtran (ADTN) in Q4 2019, closing a stake of 28,188 shares — an estimated $320K sold.

Simplicity Solutions first reported a position in ADTN in Q2 2019 and held it in 2 quarters. The position peaked at $420K in Q2 2019. 143 funds tracked by Wall St. Rank hold ADTN as of Q4 2019.

Simplicity Solutions reported no remaining Adtran position as of Q4 2019 after selling out during the quarter.
Simplicity Solutions sold 28,188 Adtran shares in Q4 2019, an estimated $320K.
Simplicity Solutions first reported a position in Adtran in Q2 2019 and held it in 2 quarters.
Simplicity Solutions's Adtran position peaked at $420K in Q2 2019.
143 funds tracked by Wall St. Rank held Adtran as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.