Autus Asset Management’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,592
| Closed | -$269K | – | 152 |
|
|
2018
Q3 | $269K | Sell |
10,592
-616
| -5% | -$15.1K | 0.04% | 134 |
|
|
2018
Q2 | $272K | Sell |
11,208
-528
| -4% | -$13.3K | 0.05% | 133 |
|
|
2018
Q1 | $316K | Sell |
11,736
-1,377
| -11% | -$38.3K | 0.06% | 131 |
|
|
2017
Q4 | $385K | Buy |
13,113
+1,389
| +12% | +$37.9K | 0.07% | 121 |
|
|
2017
Q3 | $347K | Buy |
11,724
+4,261
| +57% | +$121K | 0.07% | 126 |
|
|
2017
Q2 | $212K | Sell |
7,463
-909
| -11% | -$26.8K | 0.04% | 146 |
|
|
2017
Q1 | $262K | Sell |
8,372
-733
| -8% | -$23.1K | 0.05% | 136 |
|
|
2016
Q4 | $292K | Hold |
9,105
| – | – | 0.06% | 131 |
|
|
2016
Q3 | $279K | Sell |
9,105
-444
| -5% | -$14K | 0.06% | 136 |
|
|
2016
Q2 | $312K | Sell |
9,549
-192
| -2% | -$5.71K | 0.07% | 132 |
|
|
2016
Q1 | $289K | Buy |
9,741
+146
| +2% | +$4.04K | 0.07% | 132 |
|
|
2015
Q4 | $249K | Buy |
+9,595
| New | +$243K | 0.06% | 149 |
|
|
2015
Q3 | – | Sell |
-4,085
| Closed | -$110K | – | 139 |
|
|
2015
Q2 | $110K | Sell |
4,085
-4,165
| -50% | -$108K | 0.03% | 138 |
|
|
2015
Q1 | $204K | Buy |
8,250
+119
| +1% | +$3.02K | 0.06% | 131 |
|
|
2014
Q4 | $206K | Buy |
8,131
+331
| +4% | +$8.59K | 0.06% | 117 |
|
|
2014
Q3 | $208K | Sell |
7,800
-1,886
| -19% | -$50.2K | 0.07% | 117 |
|
|
2014
Q2 | $259K | Buy |
9,686
+662
| +7% | +$17.7K | 0.09% | 109 |
|
|
2014
Q1 | $239K | Buy |
9,024
+768
| +9% | +$19.3K | 0.09% | 106 |
|
|
2013
Q4 | $219K | Sell |
8,256
-292
| -3% | -$7.68K | 0.09% | 111 |
|
|
2013
Q3 | $218K | Hold |
8,548
| – | – | 0.09% | 109 |
|
|
2013
Q2 | $229K | Buy |
+8,548
| New | +$237K | 0.1% | 105 |
|
Other funds holding T
