EAMA
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EFG Asset Management (Americas)’s AT&T T Stock Holding History

EFG Asset Management (Americas)’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
2020
Q2 		– Sell
-42,527
Closed -$936K – 130
2020
Q1 		$936K Sell
42,527
-572
-1% -$15.6K 0.3% 86
2019
Q4 		$1.27M Buy
43,099
+23,602
+121% +$681K 0.34% 84
2019
Q3 		$557K Buy
19,497
+6,102
+46% +$162K 0.17% 91
2019
Q2 		$339K Sell
13,395
-7,909
-37% -$190K 0.1% 105
2019
Q1 		$505K Buy
21,304
+2,783
+15% +$64K 0.15% 92
2018
Q4 		$399K Sell
18,521
-280
-1% -$6.52K 0.14% 89
2018
Q3 		$477K Sell
18,801
-1,303
-6% -$31.9K 0.14% 92
2018
Q2 		$488K Sell
20,104
-4,718
-19% -$118K 0.15% 98
2018
Q1 		$668K Sell
24,822
-3,394
-12% -$94.5K 0.28% 79
2017
Q4 		$829K Sell
28,216
-190
-0.7% -$5.19K 0.3% 70
2017
Q3 		$840K Sell
28,406
-13,495
-32% -$383K 0.32% 65
2017
Q2 		$1.26M Sell
41,901
-181
-0.4% -$5.33K 0.48% 58
2017
Q1 		$1.4M Buy
42,082
+4,134
+11% +$130K 0.54% 57
2016
Q4 		$1.3M Buy
37,948
+2,493
+7% +$73.6K 0.57% 53
2016
Q3 		$1.12M Sell
35,455
-243
-0.7% -$7.68K 0.47% 52
2016
Q2 		$1.2M Buy
35,698
+12,116
+51% +$361K 0.56% 46
2016
Q1 		$717K Buy
23,582
+3,899
+20% +$108K 0.36% 53
2015
Q4 		$512K Buy
19,683
+5,819
+42% +$148K 0.32% 60
2015
Q3 		$341K Buy
13,864
+3,219
+30% +$82.1K 0.21% 70
2015
Q2 		$278K Sell
10,645
-915
-8% -$23.6K 0.17% 85
2015
Q1 		$285K Hold
11,560
– – 0.22% 62
2014
Q4 		$293K Buy
+11,560
New +$300K 0.18% 75
2014
Q3 		– Sell
-994
Closed -$27K – 124
2014
Q2 		$27K Sell
994
-4,712
-83% -$126K 0.02% 100
2014
Q1 		$151K Buy
5,706
+2,339
+69% +$58.7K 0.12% 25
2013
Q4 		$89.4K Buy
+3,367
New +$88.6K 0.08% 35

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EFG Asset Management (Americas)'s T Position: Q2 2020 in Review

EFG Asset Management (Americas) sold out of AT&T (T) in Q2 2020, closing a stake of 42,527 shares — an estimated $936K sold.

EFG Asset Management (Americas) first reported a position in T in Q4 2013 and held it in 25 quarters. The position peaked at $1.4M in Q1 2017. 2,470 funds tracked by Wall St. Rank hold T as of Q2 2020.

  • EFG Asset Management (Americas) reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 42,527 AT&T shares in Q2 2020, an estimated $936K.
  • EFG Asset Management (Americas) first reported a position in AT&T in Q4 2013 and held it in 25 quarters.
  • EFG Asset Management (Americas)'s AT&T position peaked at $1.4M in Q1 2017.
  • 2,470 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2020, filed 30 Jul 2020.