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Capstone Financial Group’s AT&T T Stock Holding History

Capstone Financial Group’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
2020
Q3 		$374K Buy
17,261
+1,070
+7% +$23.9K 0.29% 53
2020
Q2 		$371K Hold
16,191
– – 0.3% 53
2020
Q1 		$356K Sell
16,191
-1,627
-9% -$44.5K 0.37% 51
2019
Q4 		$526K Buy
+17,818
New +$514K 0.51% 39

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Financial Group's T Position: Q3 2020 in Review

Capstone Financial Group increased its AT&T (T) stake by 6.6% in Q3 2020, buying an estimated $23.9K and bringing the position to 17,261 shares worth $374K. The position accounts for 0.29% of the portfolio, ranked #53.

Capstone Financial Group first reported a position in T in Q4 2019 and has held it in 4 quarters since. The position peaked at $526K in Q4 2019. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

  • Capstone Financial Group held 17,261 shares of AT&T worth $374K as of Q3 2020.
  • Capstone Financial Group bought 1,070 AT&T shares in Q3 2020, an estimated $23.9K.
  • AT&T made up 0.29% of Capstone Financial Group's portfolio in Q3 2020, its #53 holding.
  • Capstone Financial Group first reported a position in AT&T in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's AT&T position peaked at $526K in Q4 2019.
  • 2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.