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

Constellation 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
2015 Q3	$9.88M	Sell	401,506 -2,151	-0.5%	-$54.8K	1.09%	23
2015 Q2	$10.8M	Buy	403,657 +77	+0%	+$1.99K	0.92%	23
2015 Q1	$9.95M	Sell	403,580 -1,863	-0.5%	-$47.4K	0.87%	26
2014 Q4	$10.3M	Buy	405,443 +9,420	+2%	+$244K	0.86%	27
2014 Q3	$10.5M	Buy	396,023 +5,905	+2%	+$157K	0.97%	20
2014 Q2	$10.4M	Buy	390,118 +642	+0.2%	+$17.2K	1.17%	22
2014 Q1	$10.3M	Buy	389,476 +12,720	+3%	+$319K	1.01%	21
2013 Q4	$10M	Buy	376,756 +15,565	+4%	+$410K	0.96%	18
2013 Q3	$9.23M	Buy	361,191 +19,869	+6%	+$522K	1.05%	17
2013 Q2	$9.13M	Buy	+341,322	New	+$9.48M	1.09%	14

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Constellation Wealth Advisors's T Position: Q3 2015 in Review

Constellation Wealth Advisors reduced its AT&T (T) stake by 0.53% in Q3 2015, selling an estimated $54.8K and leaving 401,506 shares worth $9.88M. The position accounts for 1.09% of the portfolio, ranked #23.

Constellation Wealth Advisors first reported a position in T in Q2 2013 and has held it in 10 quarters since. The position peaked at $10.8M in Q2 2015. 1,776 funds tracked by Wall St. Rank hold T as of Q3 2015.

Constellation Wealth Advisors held 401,506 shares of AT&T worth $9.88M as of Q3 2015.
Constellation Wealth Advisors sold 2,151 AT&T shares in Q3 2015, an estimated $54.8K.
AT&T made up 1.09% of Constellation Wealth Advisors's portfolio in Q3 2015, its #23 holding.
Constellation Wealth Advisors first reported a position in AT&T in Q2 2013 and has held it in 10 quarters since.
Constellation Wealth Advisors's AT&T position peaked at $10.8M in Q2 2015.
1,776 funds tracked by Wall St. Rank held AT&T as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.