WJWM
DT

Williams Jones Wealth Management’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

Williams Jones Wealth Management’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,000
Closed -$168K – 463
2020
Q2 		$168K Sell
10,000
-10,000
-50% -$168K ﹤0.01% 387
2020
Q1 		$259K Sell
20,000
-5,000
-20% -$64.8K 0.01% 313
2019
Q4 		$407K Hold
25,000
– – 0.01% 312
2019
Q3 		$418K Buy
+25,000
New +$418K 0.01% 288

Other funds holding DT

SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Stonebridge Capital Management Los Angeles, California $220M AUM
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Williams Jones Wealth Management's DT Position: Q3 2020 in Review

Williams Jones Wealth Management sold out of DEUTSCHE TELEKOM AG ADS (1ORD) (DT) in Q3 2020, closing a stake of 10,000 shares — an estimated $168K sold.

Williams Jones Wealth Management first reported a position in DT in Q3 2019 and held it in 4 quarters. The position peaked at $418K in Q3 2019. 17 funds tracked by Wall St. Rank hold DT as of Q3 2020.

  • Williams Jones Wealth Management reported no remaining DEUTSCHE TELEKOM AG ADS (1ORD) position as of Q3 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 10,000 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q3 2020, an estimated $168K.
  • Williams Jones Wealth Management first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q3 2019 and held it in 4 quarters.
  • Williams Jones Wealth Management's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $418K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q3 2020.

Based on Williams Jones Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.