AAM
Autus Asset Management’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,000
| Closed | -$269K | – | 152 |
|
|
2018
Q3 | $269K | Sell |
8,000
-465
| -5% | -$15.6K | 0.04% | 134 |
|
|
2018
Q2 | $272K | Sell |
8,465
-399
| -5% | -$12.8K | 0.05% | 133 |
|
|
2018
Q1 | $316K | Sell |
8,864
-1,040
| -11% | -$37.1K | 0.06% | 131 |
|
|
2017
Q4 | $385K | Buy |
9,904
+1,049
| +12% | +$40.8K | 0.07% | 121 |
|
|
2017
Q3 | $347K | Buy |
8,855
+3,218
| +57% | +$126K | 0.07% | 126 |
|
|
2017
Q2 | $212K | Sell |
5,637
-686
| -11% | -$25.8K | 0.04% | 146 |
|
|
2017
Q1 | $262K | Sell |
6,323
-554
| -8% | -$23K | 0.05% | 136 |
|
|
2016
Q4 | $292K | Hold |
6,877
| – | – | 0.06% | 131 |
|
|
2016
Q3 | $279K | Sell |
6,877
-335
| -5% | -$13.6K | 0.06% | 136 |
|
|
2016
Q2 | $312K | Sell |
7,212
-145
| -2% | -$6.27K | 0.07% | 132 |
|
|
2016
Q1 | $289K | Buy |
7,357
+110
| +2% | +$4.32K | 0.07% | 132 |
|
|
2015
Q4 | $249K | Buy |
+7,247
| New | +$249K | 0.06% | 149 |
|
|
2015
Q3 | – | Sell |
-3,085
| Closed | -$110K | – | 139 |
|
|
2015
Q2 | $110K | Sell |
3,085
-3,146
| -50% | -$112K | 0.03% | 138 |
|
|
2015
Q1 | $204K | Buy |
6,231
+90
| +1% | +$2.95K | 0.06% | 131 |
|
|
2014
Q4 | $206K | Buy |
6,141
+250
| +4% | +$8.39K | 0.06% | 117 |
|
|
2014
Q3 | $208K | Sell |
5,891
-1,425
| -19% | -$50.3K | 0.07% | 117 |
|
|
2014
Q2 | $259K | Buy |
7,316
+500
| +7% | +$17.7K | 0.09% | 109 |
|
|
2014
Q1 | $239K | Buy |
6,816
+580
| +9% | +$20.3K | 0.09% | 106 |
|
|
2013
Q4 | $219K | Sell |
6,236
-220
| -3% | -$7.73K | 0.09% | 111 |
|
|
2013
Q3 | $218K | Hold |
6,456
| – | – | 0.09% | 109 |
|
|
2013
Q2 | $229K | Buy |
+6,456
| New | +$229K | 0.1% | 105 |
|