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UBS’s AT&T T Stock Holding History

UBS’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 		$35.8M Buy
1,343,198
+223,888
+20% +$5.96M 0.03% 648
2014
Q2 		$29.9M Sell
1,119,310
-175,505
-14% -$4.7M 0.02% 671
2014
Q1 		$34.3M Buy
1,294,815
+617,457
+91% +$15.5M 0.03% 542
2013
Q4 		$18M Buy
677,358
+130,016
+24% +$3.42M 0.02% 873
2013
Q3 		$14M Sell
547,342
-363,173
-40% -$9.54M 0.01% 900
2013
Q2 		$24.3M Buy
+910,515
New +$25.3M 0.03% 560

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS's T Position: Q3 2014 in Review

UBS increased its AT&T (T) stake by 1.9% in Q3 2014, buying an estimated $8.99M and bringing the position to 18,002,821 shares worth $479M. The position accounts for 0.35% of the portfolio, ranked #45.

UBS first reported a position in T in Q2 2013 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • UBS held 18,002,821 shares of AT&T worth $479M as of Q3 2014.
  • UBS bought 337,926 AT&T shares in Q3 2014, an estimated $8.99M.
  • AT&T made up 0.35% of UBS's portfolio in Q3 2014, its #45 holding.
  • UBS first reported a position in AT&T in Q2 2013 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.