BKS Advisors’s T-Mobile US TMUS Stock Holding History

BKS Advisors’s Portfolio TMUS Stock Details TMUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.31M	Sell	18,899 -1,000	-5%	-$70K	0.53%	54
2018 Q4	$1.27M	Sell	19,899 -2,251	-10%	-$151K	0.58%	50
2018 Q3	$1.55M	Sell	22,150 -13,000	-37%	-$835K	0.57%	49
2018 Q2	$2.1M	Sell	35,150 -1,900	-5%	-$112K	0.74%	40
2018 Q1	$2.26M	Sell	37,050 -900	-2%	-$56.3K	0.83%	39
2017 Q4	$2.41M	Sell	37,950 -1,500	-4%	-$91.5K	0.87%	35
2017 Q3	$2.43M	Buy	39,450 +3,550	+10%	+$223K	0.94%	34
2017 Q2	$2.18M	Sell	35,900 -250	-0.7%	-$16.3K	0.89%	36
2017 Q1	$2.33M	Sell	36,150 -2,150	-6%	-$132K	1.02%	30
2016 Q4	$2.2M	Sell	38,300 -1,200	-3%	-$62.8K	1.04%	32
2016 Q3	$1.84M	Sell	39,500 -1,300	-3%	-$59.7K	0.85%	39
2016 Q2	$1.76M	Buy	40,800 +300	+0.7%	+$12.3K	0.91%	39
2016 Q1	$1.55M	Hold	40,500	–	–	0.81%	42
2015 Q4	$1.58M	Sell	40,500 -500	-1%	-$19.3K	0.81%	44
2015 Q3	$1.63M	Hold	41,000	–	–	0.91%	39
2015 Q2	$1.59M	Sell	41,000 -8,500	-17%	-$305K	0.76%	44
2015 Q1	$1.57M	Buy	+49,500	New	+$1.54M	0.75%	44

Other funds holding TMUS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BKS Advisors's TMUS Position: Q1 2019 in Review

BKS Advisors reduced its T-Mobile US (TMUS) stake by 5% in Q1 2019, selling an estimated $70K and leaving 18,899 shares worth $1.31M. The position accounts for 0.53% of the portfolio, ranked #54.

BKS Advisors first reported a position in TMUS in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.43M in Q3 2017. 629 funds tracked by Wall St. Rank hold TMUS as of Q1 2019.

BKS Advisors held 18,899 shares of T-Mobile US worth $1.31M as of Q1 2019.
BKS Advisors sold 1,000 T-Mobile US shares in Q1 2019, an estimated $70K.
T-Mobile US made up 0.53% of BKS Advisors's portfolio in Q1 2019, its #54 holding.
BKS Advisors first reported a position in T-Mobile US in Q1 2015 and has held it in 17 quarters since.
BKS Advisors's T-Mobile US position peaked at $2.43M in Q3 2017.
629 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.