CT Financial Advisors’s AT&T T Stock Holding History

CT Financial 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
2017 Q1	$2.13M	Sell	67,720 -1,333	-2%	-$41.9K	1.31%	19
2016 Q4	$2.22M	Buy	69,053 +96	+0.1%	+$2.83K	1.41%	14
2016 Q3	$2.12M	Sell	68,957 -740	-1%	-$23.4K	1.29%	23
2016 Q2	$2.27M	Sell	69,697 -7,830	-10%	-$233K	1.4%	20
2016 Q1	$2.29M	Sell	77,527 -2,265	-3%	-$62.7K	1.29%	21
2015 Q4	$2.07M	Buy	79,792 +77	+0.1%	+$1.95K	1.19%	24
2015 Q3	$1.96M	Buy	79,715 +7,836	+11%	+$200K	1.23%	21
2015 Q2	$1.93M	Sell	71,879 -2,991	-4%	-$77.3K	1.09%	25
2015 Q1	$1.85M	Sell	74,870 -1,452	-2%	-$36.9K	1.02%	27
2014 Q4	$1.94M	Buy	+76,322	New	+$1.98M	1.46%	19
2014 Q1	$1.85M	Buy	+74,870	New	+$1.88M	1.02%	27

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CT Financial Advisors's T Position: Q1 2017 in Review

CT Financial Advisors reduced its AT&T (T) stake by 1.9% in Q1 2017, selling an estimated $41.9K and leaving 67,720 shares worth $2.13M. The position accounts for 1.31% of the portfolio, ranked #19.

CT Financial Advisors first reported a position in T in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.29M in Q1 2016. 1,984 funds tracked by Wall St. Rank hold T as of Q1 2017.

CT Financial Advisors held 67,720 shares of AT&T worth $2.13M as of Q1 2017.
CT Financial Advisors sold 1,333 AT&T shares in Q1 2017, an estimated $41.9K.
AT&T made up 1.31% of CT Financial Advisors's portfolio in Q1 2017, its #19 holding.
CT Financial Advisors first reported a position in AT&T in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's AT&T position peaked at $2.29M in Q1 2016.
1,984 funds tracked by Wall St. Rank held AT&T as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.