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Bellwether Investment Group’s AT&T T Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$312K Sell
10,653
-5,034
-32% -$137K 1.25% 26
2017
Q3 		$464K Buy
15,687
+47
+0.3% +$1.33K 2.18% 18
2017
Q2 		$446K Sell
15,640
-492
-3% -$14.5K 2.07% 19
2017
Q1 		$506K Sell
16,132
-42,195
-72% -$1.33M 1.33% 10
2016
Q4 		$1.87M Buy
+58,327
New +$1.72M 1.68% 7
2016
Q2 		$1.54M Buy
+47,232
New +$1.41M 1.69% 8

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bellwether Investment Group's T Position: Q4 2017 in Review

Bellwether Investment Group reduced its AT&T (T) stake by 32% in Q4 2017, selling an estimated $137K and leaving 10,653 shares worth $312K. The position accounts for 1.25% of the portfolio, ranked #26.

Bellwether Investment Group first reported a position in T in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2016. 2,173 funds tracked by Wall St. Rank hold T as of Q4 2017.

  • Bellwether Investment Group held 10,653 shares of AT&T worth $312K as of Q4 2017.
  • Bellwether Investment Group sold 5,034 AT&T shares in Q4 2017, an estimated $137K.
  • AT&T made up 1.25% of Bellwether Investment Group's portfolio in Q4 2017, its #26 holding.
  • Bellwether Investment Group first reported a position in AT&T in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's AT&T position peaked at $1.87M in Q4 2016.
  • 2,173 funds tracked by Wall St. Rank held AT&T as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.