Beach Investment Management’s AT&T T Stock Holding History

Beach Investment Management’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
2020 Q1	–	Sell	-13,346	Closed	-$394K	–	40
2019 Q4	$394K	Sell	13,346 -5,044	-27%	-$146K	0.77%	32
2019 Q3	$526K	Buy	+18,390	New	+$487K	1.18%	26

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beach Investment Management's T Position: Q1 2020 in Review

Beach Investment Management sold out of AT&T (T) in Q1 2020, closing a stake of 13,346 shares — an estimated $394K sold.

Beach Investment Management first reported a position in T in Q3 2019 and held it in 2 quarters. The position peaked at $526K in Q3 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

Beach Investment Management reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
Beach Investment Management sold 13,346 AT&T shares in Q1 2020, an estimated $394K.
Beach Investment Management first reported a position in AT&T in Q3 2019 and held it in 2 quarters.
Beach Investment Management's AT&T position peaked at $526K in Q3 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.