Asset Planning Services (Pennsylvania)’s AT&T T Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-4,404	Closed	-$126K	–	232
2019 Q3	$126K	Hold	4,404	–	–	0.05%	89
2019 Q2	$111K	Hold	4,404	–	–	0.05%	93
2019 Q1	$104K	Hold	4,404	–	–	0.05%	96
2018 Q4	$95K	Hold	4,404	–	–	0.05%	92
2018 Q3	$103K	Sell	4,404 -581	-12%	-$14.2K	0.05%	93
2018 Q2	$121K	Buy	4,985 +8	+0.2%	+$201	0.06%	83
2018 Q1	$134K	Buy	4,977 +8	+0.2%	+$223	0.07%	78
2017 Q4	$146K	Sell	4,969 -1,092	-18%	-$29.8K	0.08%	81
2017 Q3	$179K	Buy	6,061 +404	+7%	+$11.5K	0.1%	76
2017 Q2	$161K	Buy	5,657 +137	+2%	+$4.04K	0.1%	77
2017 Q1	$173K	Buy	5,520 +1,161	+27%	+$36.5K	0.12%	73
2016 Q4	$140K	Buy	4,359 +6	+0.1%	+$177	0.11%	75
2016 Q3	$134K	Sell	4,353 -464	-10%	-$14.7K	0.11%	74
2016 Q2	$157K	Buy	4,817 +464	+11%	+$13.8K	0.14%	72
2016 Q1	$129K	Hold	4,353	–	–	0.12%	86
2015 Q4	$113K	Buy	4,353 +5	+0.1%	+$127	0.11%	73
2015 Q3	$107K	Buy	4,348 +397	+10%	+$10.1K	0.11%	71
2015 Q2	$106K	Buy	+3,951	New	+$102K	0.1%	74

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Asset Planning Services (Pennsylvania)'s T Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of AT&T (T) in Q4 2019, closing a stake of 4,404 shares — an estimated $126K sold.

Asset Planning Services (Pennsylvania) first reported a position in T in Q2 2015 and held it in 18 quarters. The position peaked at $179K in Q3 2017. 2,588 funds tracked by Wall St. Rank hold T as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining AT&T position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 4,404 AT&T shares in Q4 2019, an estimated $126K.
Asset Planning Services (Pennsylvania) first reported a position in AT&T in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s AT&T position peaked at $179K in Q3 2017.
2,588 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.