Biegel & Waller’s AT&T T Stock Holding History

Biegel & Waller’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
2019 Q3	$6.37M	Buy	222,980 +977	+0.4%	+$25.9K	3.56%	12
2019 Q2	$5.62M	Sell	222,003 -6,395	-3%	-$153K	2.87%	12
2019 Q1	$5.41M	Buy	228,398 +14,335	+7%	+$330K	2.78%	12
2018 Q4	$4.61M	Sell	214,063 -8,766	-4%	-$204K	2.73%	11
2018 Q3	$5.65M	Buy	+222,829	New	+$5.46M	3.26%	10
2018 Q2	–	Sell	-12,112	Closed	-$326K	–	73
2018 Q1	$326K	Buy	12,112 +148	+1%	+$4.12K	0.21%	38
2017 Q4	$351K	Sell	11,964 -147	-1%	-$4.01K	0.2%	33
2017 Q3	$358K	Buy	12,111 +208	+2%	+$5.91K	0.23%	33
2017 Q2	$339K	Buy	11,903 +1,548	+15%	+$45.6K	0.21%	34
2017 Q1	$325K	Sell	10,355 -331	-3%	-$10.4K	0.22%	29
2016 Q4	$337K	Buy	+10,686	New	+$315K	0.24%	27

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

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

Bank of America

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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