Fusion Family Wealth’s AT&T T Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-6,861	Closed	-$148K	–	234
2018 Q4	$148K	Buy	6,861 +24	+0.4%	+$559	0.04%	70
2018 Q3	$173K	Buy	6,837 +24	+0.4%	+$588	0.05%	64
2018 Q2	$165K	Buy	6,813 +21	+0.3%	+$527	0.05%	69
2018 Q1	$183K	Buy	6,792 +18	+0.3%	+$501	0.06%	56
2017 Q4	$199K	Buy	6,774 +650	+11%	+$17.7K	0.05%	70
2017 Q3	$181K	Buy	6,124 +4,751	+346%	+$135K	0.06%	50
2017 Q2	$39K	Sell	1,373 -94	-6%	-$2.77K	0.01%	135
2017 Q1	$46K	Sell	1,467 -947	-39%	-$29.8K	0.02%	124
2016 Q4	$75K	Buy	+2,414	New	+$71.2K	0.04%	105

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Fusion Family Wealth's T Position: Q1 2019 in Review

Fusion Family Wealth sold out of AT&T (T) in Q1 2019, closing a stake of 6,861 shares — an estimated $148K sold.

Fusion Family Wealth first reported a position in T in Q4 2016 and held it in 9 quarters. The position peaked at $199K in Q4 2017. 2,315 funds tracked by Wall St. Rank hold T as of Q1 2019.

Fusion Family Wealth reported no remaining AT&T position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 6,861 AT&T shares in Q1 2019, an estimated $148K.
Fusion Family Wealth first reported a position in AT&T in Q4 2016 and held it in 9 quarters.
Fusion Family Wealth's AT&T position peaked at $199K in Q4 2017.
2,315 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.