ZCG
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Zesiger Capital Group’s AT&T T Stock Holding History

Zesiger Capital Group’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
Q1 		– Sell
-41,971
Closed -$1.11M – 23
2013
Q4 		$1.11M Sell
41,971
-5,693
-12% -$150K 0.42% 21
2013
Q3 		$1.22M Hold
47,664
– – 0.49% 21
2013
Q2 		$1.27M Buy
+47,664
New +$1.32M 0.57% 18

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Zesiger Capital Group's T Position: Q1 2014 in Review

Zesiger Capital Group sold out of AT&T (T) in Q1 2014, closing a stake of 41,971 shares — an estimated $1.11M sold.

Zesiger Capital Group first reported a position in T in Q2 2013 and held it in 3 quarters. The position peaked at $1.27M in Q2 2013. 1,619 funds tracked by Wall St. Rank hold T as of Q1 2014.

  • Zesiger Capital Group reported no remaining AT&T position as of Q1 2014 after selling out during the quarter.
  • Zesiger Capital Group sold 41,971 AT&T shares in Q1 2014, an estimated $1.11M.
  • Zesiger Capital Group first reported a position in AT&T in Q2 2013 and held it in 3 quarters.
  • Zesiger Capital Group's AT&T position peaked at $1.27M in Q2 2013.
  • 1,619 funds tracked by Wall St. Rank held AT&T as of Q1 2014.

Based on Zesiger Capital Group's 13F filing for Q1 2014, filed 12 May 2014.