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

Cypress 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
2017 Q2	–	Sell	-29,856	Closed	-$937K	–	168
2017 Q1	$937K	Buy	29,856 +4,288	+17%	+$135K	0.43%	51
2016 Q4	$821K	Sell	25,568 -353	-1%	-$10.4K	0.37%	61
2016 Q3	$795K	Buy	25,921 +3,210	+14%	+$101K	0.36%	60
2016 Q2	$741K	Buy	22,711 +182	+0.8%	+$5.42K	0.37%	65
2016 Q1	$667K	Buy	22,529 +4,723	+27%	+$131K	0.31%	67
2015 Q4	$463K	Sell	17,806 -6,325	-26%	-$160K	0.23%	96
2015 Q3	$594K	Buy	24,131 +9,322	+63%	+$238K	0.32%	67
2015 Q2	$397K	Buy	+14,809	New	+$383K	0.23%	102

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

ETC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cypress Wealth Advisors's T Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of AT&T (T) in Q2 2017, closing a stake of 29,856 shares — an estimated $937K sold.

Cypress Wealth Advisors first reported a position in T in Q2 2015 and held it in 8 quarters. The position peaked at $937K in Q1 2017. 1,981 funds tracked by Wall St. Rank hold T as of Q2 2017.

Cypress Wealth Advisors reported no remaining AT&T position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 29,856 AT&T shares in Q2 2017, an estimated $937K.
Cypress Wealth Advisors first reported a position in AT&T in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's AT&T position peaked at $937K in Q1 2017.
1,981 funds tracked by Wall St. Rank held AT&T as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.