CWM
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Catamount Wealth Management’s AT&T T Stock Holding History

Catamount 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
2019
Q1 		$1.48M Buy
62,442
+29,737
+91% +$684K 0.84% 22
2018
Q4 		$743K Sell
32,705
-15,581
-32% -$363K 0.51% 21
2018
Q3 		$1.23M Buy
48,286
+3,417
+8% +$83.7K 0.59% 24
2018
Q2 		$1.09M Sell
44,869
-4,173
-9% -$105K 0.53% 26
2018
Q1 		$1.32M Sell
49,042
-66,907
-58% -$1.86M 0.7% 25
2017
Q4 		$3.4M Sell
115,949
-24,898
-18% -$680K 1.9% 18
2017
Q3 		$4.17M Buy
140,847
+1,083
+0.8% +$30.7K 2.42% 14
2017
Q2 		$3.98M Sell
139,764
-920
-0.7% -$27.1K 2.42% 13
2017
Q1 		$4.42M Sell
140,684
-41,223
-23% -$1.3M 3.02% 12
2016
Q4 		$5.84M Buy
181,907
+1,862
+1% +$54.9K 4.74% 6
2016
Q3 		$5.32M Buy
180,045
+1,328
+0.7% +$42K 4.56% 8
2016
Q2 		$5.83M Buy
178,717
+17,181
+11% +$511K 6.73% 6
2016
Q1 		$4.78M Buy
161,536
+636
+0.4% +$17.6K 5.53% 7
2015
Q4 		$4.18M Sell
160,900
-1,788
-1% -$45.4K 3.79% 11
2015
Q3 		$4M Buy
162,688
+19,421
+14% +$495K 4% 11
2015
Q2 		$3.84M Sell
143,267
-1,305
-0.9% -$33.7K 2.98% 13
2015
Q1 		$3.56M Buy
144,572
+10,460
+8% +$266K 2.94% 13
2014
Q4 		$3.4M Buy
+134,112
New +$3.48M 3.24% 10

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Catamount Wealth Management's T Position: Q1 2019 in Review

Catamount Wealth Management increased its AT&T (T) stake by 91% in Q1 2019, buying an estimated $684K and bringing the position to 62,442 shares worth $1.48M. The position accounts for 0.84% of the portfolio, ranked #22.

Catamount Wealth Management first reported a position in T in Q4 2014 and has held it in 18 quarters since. The position peaked at $5.84M in Q4 2016. 2,315 funds tracked by Wall St. Rank hold T as of Q1 2019.

  • Catamount Wealth Management held 62,442 shares of AT&T worth $1.48M as of Q1 2019.
  • Catamount Wealth Management bought 29,737 AT&T shares in Q1 2019, an estimated $684K.
  • AT&T made up 0.84% of Catamount Wealth Management's portfolio in Q1 2019, its #22 holding.
  • Catamount Wealth Management first reported a position in AT&T in Q4 2014 and has held it in 18 quarters since.
  • Catamount Wealth Management's AT&T position peaked at $5.84M in Q4 2016.
  • 2,315 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.