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Wilson Kemp & Associates’s AT&T T Stock Holding History

Wilson Kemp & Associates’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 		$329K Sell
12,379
-11,065
-47% -$294K 3% 12
2014
Q2 		$626K Sell
23,444
-2,383
-9% -$63.8K 2.25% 13
2014
Q1 		$684K Sell
25,827
-12,699
-33% -$319K 1.78% 17
2013
Q4 		$1.02M Buy
38,526
+14,303
+59% +$376K 1.96% 18
2013
Q3 		$619K Sell
24,223
-28,460
-54% -$747K 1.36% 24
2013
Q2 		$1.41M Buy
+52,683
New +$1.46M 1.35% 22

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

Wilson Kemp & Associates's T Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its AT&T (T) stake by 47% in Q3 2014, selling an estimated $294K and leaving 12,379 shares worth $329K. The position accounts for 3% of the portfolio, ranked #12.

Wilson Kemp & Associates first reported a position in T in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2013. 1,605 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • Wilson Kemp & Associates held 12,379 shares of AT&T worth $329K as of Q3 2014.
  • Wilson Kemp & Associates sold 11,065 AT&T shares in Q3 2014, an estimated $294K.
  • AT&T made up 3% of Wilson Kemp & Associates's portfolio in Q3 2014, its #12 holding.
  • Wilson Kemp & Associates first reported a position in AT&T in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's AT&T position peaked at $1.41M in Q2 2013.
  • 1,605 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.