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Fiduciary Financial Services of The Southwest’s AT&T T Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$4.52M Buy
153,109
+14,846
+11% +$429K 1.18% 30
2019
Q3 		$3.95M Buy
138,263
+22,242
+19% +$589K 1.06% 32
2019
Q2 		$2.94M Buy
116,021
+3,889
+3% +$93.3K 0.83% 41
2019
Q1 		$2.66M Sell
112,132
-2,856
-2% -$65.7K 0.77% 44
2018
Q4 		$2.48M Sell
114,988
-249
-0.2% -$5.8K 0.78% 39
2018
Q3 		$2.92M Sell
115,237
-11,850
-9% -$290K 0.81% 38
2018
Q2 		$3.08M Sell
127,087
-3,286
-3% -$82.5K 0.93% 38
2018
Q1 		$3.51M Buy
130,373
+1,942
+2% +$54K 1.07% 37
2017
Q4 		$3.77M Sell
128,431
-1,774
-1% -$48.4K 1.11% 34
2017
Q3 		$3.85M Sell
130,205
-1,246
-0.9% -$35.4K 1.15% 33
2017
Q2 		$3.75M Buy
131,451
+4,405
+3% +$130K 1.15% 31
2017
Q1 		$3.99M Buy
127,046
+795
+0.6% +$25K 1.27% 29
2016
Q4 		$4.05M Buy
126,251
+8,427
+7% +$249K 1.34% 25
2016
Q3 		$3.61M Buy
117,824
+2,947
+3% +$93.1K 1.16% 29
2016
Q2 		$3.75M Buy
114,877
+6,161
+6% +$183K 1.21% 28
2016
Q1 		$3.22M Buy
108,716
+5,351
+5% +$148K 1.14% 28
2015
Q4 		$2.69M Sell
103,365
-167
-0.2% -$4.24K 0.96% 33
2015
Q3 		$2.55M Buy
103,532
+1,718
+2% +$43.8K 0.89% 37
2015
Q2 		$2.73M Sell
101,814
-2,695
-3% -$69.6K 0.84% 39
2015
Q1 		$2.58M Sell
104,509
-2,752
-3% -$70K 0.76% 45
2014
Q4 		$2.72M Sell
107,261
-2,381
-2% -$61.8K 0.78% 43
2014
Q3 		$2.92M Sell
109,642
-37
-0% -$984 0.82% 39
2014
Q2 		$2.93M Buy
109,679
+3
+0% +$80 0.82% 42
2014
Q1 		$2.9M Sell
109,676
-1,920
-2% -$48.2K 0.88% 39
2013
Q4 		$2.96M Buy
111,596
+3,359
+3% +$88.4K 0.93% 35
2013
Q3 		$2.77M Sell
108,237
-1,182
-1% -$31K 0.91% 37
2013
Q2 		$2.93M Buy
+109,419
New +$3.04M 0.98% 33

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 $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Financial Services of The Southwest's T Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its AT&T (T) stake by 11% in Q4 2019, buying an estimated $429K and bringing the position to 153,109 shares worth $4.52M. The position accounts for 1.18% of the portfolio, ranked #30.

Fiduciary Financial Services of The Southwest first reported a position in T in Q2 2013 and has held it in 27 quarters since. 2,587 funds tracked by Wall St. Rank hold T as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 153,109 shares of AT&T worth $4.52M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest bought 14,846 AT&T shares in Q4 2019, an estimated $429K.
  • AT&T made up 1.18% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #30 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in AT&T in Q2 2013 and has held it in 27 quarters since.
  • 2,587 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.