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APSP
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
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$40.7B AUM
24.62%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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$757B AUM
28.64%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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