Aris Wealth Services’s AT&T T Stock Holding History

Aris Wealth Services’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
2015 Q3	$458K	Sell	18,602 -4,894	-21%	-$125K	0.96%	27
2015 Q2	$630K	Sell	23,496 -205	-0.9%	-$5.3K	0.58%	70
2015 Q1	$584K	Buy	23,701 +4,502	+23%	+$114K	0.55%	67
2014 Q4	$487K	Sell	19,199 -464	-2%	-$12K	0.54%	71
2014 Q3	$523K	Buy	19,663 +543	+3%	+$14.4K	0.65%	61
2014 Q2	$511K	Buy	19,120 +1,443	+8%	+$38.7K	0.67%	57
2014 Q1	$468K	Sell	17,677 -2,796	-14%	-$70.2K	0.69%	59
2013 Q4	$544K	Sell	20,473 -189	-0.9%	-$4.97K	0.92%	32
2013 Q3	$528K	Buy	20,662 +3,005	+17%	+$78.9K	0.97%	31
2013 Q2	$472K	Buy	+17,657	New	+$491K	1.01%	26

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Aris Wealth Services's T Position: Q3 2015 in Review

Aris Wealth Services reduced its AT&T (T) stake by 21% in Q3 2015, selling an estimated $125K and leaving 18,602 shares worth $458K. The position accounts for 0.96% of the portfolio, ranked #27.

Aris Wealth Services first reported a position in T in Q2 2013 and has held it in 10 quarters since. The position peaked at $630K in Q2 2015. 1,775 funds tracked by Wall St. Rank hold T as of Q3 2015.

Aris Wealth Services held 18,602 shares of AT&T worth $458K as of Q3 2015.
Aris Wealth Services sold 4,894 AT&T shares in Q3 2015, an estimated $125K.
AT&T made up 0.96% of Aris Wealth Services's portfolio in Q3 2015, its #27 holding.
Aris Wealth Services first reported a position in AT&T in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's AT&T position peaked at $630K in Q2 2015.
1,775 funds tracked by Wall St. Rank held AT&T as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.