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Barry Investment Advisors’s AT&T T Stock Holding History

Barry Investment Advisors’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
2018
Q4 		– Sell
-307,048
Closed -$7.79M – 77
2018
Q3 		$7.79M Buy
307,048
+2,459
+0.8% +$60.2K 2.62% 18
2018
Q2 		$7.39M Sell
304,589
-5,841
-2% -$147K 2.83% 15
2018
Q1 		$8.36M Buy
310,430
+8,161
+3% +$227K 3.17% 13
2017
Q4 		$8.88M Buy
302,269
+9,188
+3% +$251K 3.3% 12
2017
Q3 		$8.67M Buy
293,081
+1,278
+0.4% +$36.3K 3.2% 13
2017
Q2 		$8.31M Buy
291,803
+2,382
+0.8% +$70.2K 3.14% 12
2017
Q1 		$9.08M Sell
289,421
-2,880
-1% -$90.6K 3.37% 12
2016
Q4 		$9.39M Sell
292,301
-18,397
-6% -$543K 3.29% 11
2016
Q3 		$9.53M Sell
310,698
-13,216
-4% -$418K 3.28% 11
2016
Q2 		$10.6M Sell
323,914
-3,726
-1% -$111K 4.11% 6
2016
Q1 		$9.69M Buy
327,640
+6,638
+2% +$184K 3.08% 8
2015
Q4 		$8.34M Sell
321,002
-4,652
-1% -$118K 2.72% 11
2015
Q3 		$8.01M Buy
325,654
+15,224
+5% +$388K 2.57% 13
2015
Q2 		$8.33M Buy
310,430
+23,284
+8% +$602K 8.38% 5
2015
Q1 		$7.08M Buy
287,146
+29,093
+11% +$739K 2.16% 18
2014
Q4 		$6.55M Buy
+258,053
New +$6.7M 2.13% 18

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barry Investment Advisors's T Position: Q4 2018 in Review

Barry Investment Advisors sold out of AT&T (T) in Q4 2018, closing a stake of 307,048 shares — an estimated $7.79M sold.

Barry Investment Advisors first reported a position in T in Q4 2014 and held it in 16 quarters. The position peaked at $10.6M in Q2 2016. 2,329 funds tracked by Wall St. Rank hold T as of Q4 2018.

  • Barry Investment Advisors reported no remaining AT&T position as of Q4 2018 after selling out during the quarter.
  • Barry Investment Advisors sold 307,048 AT&T shares in Q4 2018, an estimated $7.79M.
  • Barry Investment Advisors first reported a position in AT&T in Q4 2014 and held it in 16 quarters.
  • Barry Investment Advisors's AT&T position peaked at $10.6M in Q2 2016.
  • 2,329 funds tracked by Wall St. Rank held AT&T as of Q4 2018.

Based on Barry Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.