BBPWM
T

Blue Bell Private Wealth Management’s A T & T CORP (NEW) T Stock Holding History

Blue Bell Private Wealth 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
2016
Q4 		– Sell
-3,443
Closed -$140K – 432
2016
Q3 		$140K Buy
3,443
+856
+33% +$34.8K 0.08% 115
2016
Q2 		$112K Sell
2,587
-2,306
-47% -$99.8K 0.07% 126
2016
Q1 		$192K Buy
4,893
+3,006
+159% +$118K 0.13% 95
2015
Q4 		$65K Sell
1,887
-580
-24% -$20K 0.04% 187
2015
Q3 		$80K Buy
2,467
+206
+9% +$6.68K 0.06% 163
2015
Q2 		$80K Sell
2,261
-366
-14% -$12.9K 0.05% 163
2015
Q1 		$85K Sell
2,627
-200
-7% -$6.47K 0.05% 161
2014
Q4 		$94K Hold
2,827
– – 0.05% 163
2014
Q3 		$100K Buy
2,827
+314
+12% +$11.1K 0.06% 158
2014
Q2 		$89K Hold
2,513
– – 0.05% 170
2014
Q1 		$88K Hold
2,513
– – 0.06% 146
2013
Q4 		$88K Buy
+2,513
New +$88K 0.07% 140

Other funds holding T

MA
Marshwinds Advisory St Simons Island, Georgia $187M AUM 1.79% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
MKC
M. Kraus & Co Shelburne, Vermont $377M AUM 22.25% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return

Blue Bell Private Wealth Management's T Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of A T & T CORP (NEW) (T) in Q4 2016, closing a stake of 3,443 shares — an estimated $140K sold.

Blue Bell Private Wealth Management first reported a position in T in Q4 2013 and held it in 12 quarters. The position peaked at $192K in Q1 2016. 6 funds tracked by Wall St. Rank hold T as of Q4 2016.

  • Blue Bell Private Wealth Management reported no remaining A T & T CORP (NEW) position as of Q4 2016 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 3,443 A T & T CORP (NEW) shares in Q4 2016, an estimated $140K.
  • Blue Bell Private Wealth Management first reported a position in A T & T CORP (NEW) in Q4 2013 and held it in 12 quarters.
  • Blue Bell Private Wealth Management's A T & T CORP (NEW) position peaked at $192K in Q1 2016.
  • 6 funds tracked by Wall St. Rank held A T & T CORP (NEW) as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.