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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return