SLWS
ADT

Swaine & Leidel Wealth Services’s ADT Corp ADT Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-18,534
Closed -$2.76M – 85
2019
Q3 		$2.76M Buy
18,534
+4,323
+30% +$643K 2.49% 12
2019
Q2 		$2.13M Buy
14,211
+672
+5% +$100K 2.27% 20
2019
Q1 		$1.86M Buy
+13,539
New +$1.86M 2.35% 21

Other funds holding ADT

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Swaine & Leidel Wealth Services's ADT Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of ADT Corp (ADT) in Q4 2019, closing a stake of 18,534 shares — an estimated $2.76M sold.

Swaine & Leidel Wealth Services first reported a position in ADT in Q1 2019 and held it in 3 quarters. The position peaked at $2.76M in Q3 2019. 1 fund tracked by Wall St. Rank holds ADT as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining ADT Corp position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 18,534 ADT Corp shares in Q4 2019, an estimated $2.76M.
  • Swaine & Leidel Wealth Services first reported a position in ADT Corp in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's ADT Corp position peaked at $2.76M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held ADT Corp as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.