EisnerAmper Wealth Management Corporate Benefits’s AT&T T Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q4	–	Sell	-59,477	Closed	-$1.46M	–	67
2015 Q3	$1.46M	Buy	59,477 +23,556	+66%	+$601K	1.03%	19
2015 Q2	$964K	Buy	35,921 +9,485	+36%	+$245K	0.74%	22
2015 Q1	$652K	Buy	26,436 +870	+3%	+$22.1K	0.49%	46
2014 Q4	$648K	Buy	+25,566	New	+$663K	0.51%	43

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EisnerAmper Wealth Management Corporate Benefits's T Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of AT&T (T) in Q4 2015, closing a stake of 59,477 shares — an estimated $1.46M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in T in Q4 2014 and held it in 4 quarters. The position peaked at $1.46M in Q3 2015. 1,832 funds tracked by Wall St. Rank hold T as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining AT&T position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 59,477 AT&T shares in Q4 2015, an estimated $1.46M.
EisnerAmper Wealth Management Corporate Benefits first reported a position in AT&T in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's AT&T position peaked at $1.46M in Q3 2015.
1,832 funds tracked by Wall St. Rank held AT&T as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.