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Bush ODonnell Investment Advisors’s AT&T T Stock Holding History

Bush ODonnell Investment 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
2018
Q3 		$1.76M Sell
69,376
-2
-0% -$49 2.7% 18
2018
Q2 		$1.68M Buy
+69,378
New +$1.74M 2.84% 18
2018
Q1 		– Sell
-9,332
Closed -$274K – 35
2017
Q4 		$274K Hold
9,332
– – 0.22% 40
2017
Q3 		$276K Hold
9,332
– – 0.21% 45
2017
Q2 		$266K Buy
+9,332
New +$275K 0.16% 48

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bush ODonnell Investment Advisors's T Position: Q3 2018 in Review

Bush ODonnell Investment Advisors reduced its AT&T (T) stake by 0% in Q3 2018, selling an estimated $49 and leaving 69,376 shares worth $1.76M. The position accounts for 2.7% of the portfolio, ranked #18.

Bush ODonnell Investment Advisors first reported a position in T in Q2 2017 and has held it in 5 quarters since. 2,244 funds tracked by Wall St. Rank hold T as of Q3 2018.

  • Bush ODonnell Investment Advisors held 69,376 shares of AT&T worth $1.76M as of Q3 2018.
  • Bush ODonnell Investment Advisors sold 2 AT&T shares in Q3 2018, an estimated $49.
  • AT&T made up 2.7% of Bush ODonnell Investment Advisors's portfolio in Q3 2018, its #18 holding.
  • Bush ODonnell Investment Advisors first reported a position in AT&T in Q2 2017 and has held it in 5 quarters since.
  • 2,244 funds tracked by Wall St. Rank held AT&T as of Q3 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.