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American Economic Planning Group’s AT&T T Stock Holding History

American Economic Planning 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
2019
Q3 		$329K Sell
11,662
-437
-4% -$11.6K 0.09% 59
2019
Q2 		$306K Buy
12,099
+352
+3% +$8.44K 0.09% 63
2019
Q1 		$278K Sell
11,747
-640
-5% -$14.7K 0.09% 71
2018
Q4 		$267K Sell
12,387
-1,221
-9% -$28.4K 0.09% 61
2018
Q3 		$345K Sell
13,608
-405
-3% -$9.92K 0.12% 45
2018
Q2 		$340K Buy
14,013
+1,577
+13% +$39.6K 0.13% 49
2018
Q1 		$335K Buy
12,436
+37
+0.3% +$1.03K 0.12% 59
2017
Q4 		$364K Sell
12,399
-788
-6% -$21.5K 0.13% 55
2017
Q3 		$390K Buy
13,187
+508
+4% +$14.4K 0.15% 47
2017
Q2 		$361K Buy
12,679
+137
+1% +$4.04K 0.14% 48
2017
Q1 		$394K Sell
12,542
-615
-5% -$19.4K 0.16% 43
2016
Q4 		$422K Buy
13,157
+1,376
+12% +$40.6K 0.18% 32
2016
Q3 		$362K Buy
11,781
+42
+0.4% +$1.33K 0.15% 34
2016
Q2 		$383K Buy
11,739
+1,034
+10% +$30.8K 0.15% 30
2016
Q1 		$317K Buy
10,705
+799
+8% +$22.1K 0.13% 36
2015
Q4 		$257K Sell
9,906
-269
-3% -$6.82K 0.1% 46
2015
Q3 		$250K Sell
10,175
-391
-4% -$9.97K 0.11% 37
2015
Q2 		$283K Buy
10,566
+302
+3% +$7.8K 0.12% 35
2015
Q1 		$253K Buy
10,264
+59
+0.6% +$1.5K 0.1% 35
2014
Q4 		$259K Buy
10,205
+190
+2% +$4.93K 0.1% 34
2014
Q3 		$267K Sell
10,015
-128
-1% -$3.4K 0.1% 30
2014
Q2 		$271K Buy
+10,143
New +$272K 0.1% 29

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Economic Planning Group's T Position: Q3 2019 in Review

American Economic Planning Group reduced its AT&T (T) stake by 3.6% in Q3 2019, selling an estimated $11.6K and leaving 11,662 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #59.

American Economic Planning Group first reported a position in T in Q2 2014 and has held it in 22 quarters since. The position peaked at $422K in Q4 2016. 2,352 funds tracked by Wall St. Rank hold T as of Q3 2019.

  • American Economic Planning Group held 11,662 shares of AT&T worth $329K as of Q3 2019.
  • American Economic Planning Group sold 437 AT&T shares in Q3 2019, an estimated $11.6K.
  • AT&T made up 0.09% of American Economic Planning Group's portfolio in Q3 2019, its #59 holding.
  • American Economic Planning Group first reported a position in AT&T in Q2 2014 and has held it in 22 quarters since.
  • American Economic Planning Group's AT&T position peaked at $422K in Q4 2016.
  • 2,352 funds tracked by Wall St. Rank held AT&T as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.