Cornerstone Financial Partners’s AT&T T Stock Holding History

Cornerstone Financial Partners’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
2017 Q4	$4.34M	Buy	148,074 +42,255	+40%	+$1.15M	1.42%	22
2017 Q3	$3.13M	Buy	+105,819	New	+$3M	1.19%	22
2017 Q2	–	Sell	-25,016	Closed	-$785K	–	143
2017 Q1	$785K	Sell	25,016 -57,986	-70%	-$1.82M	0.26%	72
2016 Q4	$2.68M	Sell	83,002 -133	-0.2%	-$3.92K	0.86%	31
2016 Q3	$2.54M	Sell	83,135 -6,476	-7%	-$205K	0.89%	32
2016 Q2	$2.93M	Buy	89,611 +17,363	+24%	+$517K	1.04%	25
2016 Q1	$2.13M	Sell	72,248 -19,591	-21%	-$543K	0.83%	31
2015 Q4	$2.38M	Buy	+91,839	New	+$2.33M	0.88%	28

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cornerstone Financial Partners's T Position: Q4 2017 in Review

Cornerstone Financial Partners increased its AT&T (T) stake by 40% in Q4 2017, buying an estimated $1.15M and bringing the position to 148,074 shares worth $4.34M. The position accounts for 1.42% of the portfolio, ranked #22.

Cornerstone Financial Partners first reported a position in T in Q4 2015 and has held it in 8 quarters since. 2,173 funds tracked by Wall St. Rank hold T as of Q4 2017.

Cornerstone Financial Partners held 148,074 shares of AT&T worth $4.34M as of Q4 2017.
Cornerstone Financial Partners bought 42,255 AT&T shares in Q4 2017, an estimated $1.15M.
AT&T made up 1.42% of Cornerstone Financial Partners's portfolio in Q4 2017, its #22 holding.
Cornerstone Financial Partners first reported a position in AT&T in Q4 2015 and has held it in 8 quarters since.
2,173 funds tracked by Wall St. Rank held AT&T as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.