BlueSky Wealth Advisors’s AT&T T Stock Holding History

BlueSky Wealth Advisors’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 Q1	–	Sell	-13,131	Closed	-$306K	–	60
2018 Q4	$306K	Buy	13,131 +2,383	+22%	+$55.5K	0.12%	52
2018 Q3	$271K	Sell	10,748 -477	-4%	-$11.7K	0.1%	50
2018 Q2	$272K	Buy	11,225 +1,791	+19%	+$45K	0.1%	51
2018 Q1	$254K	Hold	9,434	–	–	0.1%	50
2017 Q4	$277K	Sell	9,434 -1,255	-12%	-$34.3K	0.11%	50
2017 Q3	$316K	Buy	+10,689	New	+$303K	0.14%	46

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlueSky Wealth Advisors's T Position: Q1 2019 in Review

BlueSky Wealth Advisors sold out of AT&T (T) in Q1 2019, closing a stake of 13,131 shares — an estimated $306K sold.

BlueSky Wealth Advisors first reported a position in T in Q3 2017 and held it in 6 quarters. The position peaked at $316K in Q3 2017. 2,314 funds tracked by Wall St. Rank hold T as of Q1 2019.

BlueSky Wealth Advisors reported no remaining AT&T position as of Q1 2019 after selling out during the quarter.
BlueSky Wealth Advisors sold 13,131 AT&T shares in Q1 2019, an estimated $306K.
BlueSky Wealth Advisors first reported a position in AT&T in Q3 2017 and held it in 6 quarters.
BlueSky Wealth Advisors's AT&T position peaked at $316K in Q3 2017.
2,314 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.