Gary Goldberg Planning Services’s AT&T T Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$11.2M	Buy	442,509 +27,526	+7%	+$714K	4.72%	3
2014 Q3	$11M	Buy	414,983 +38,876	+10%	+$1.03M	4.59%	2
2014 Q2	$10M	Buy	376,107 +37,262	+11%	+$998K	4.42%	3
2014 Q1	$8.97M	Buy	338,845 +63,429	+23%	+$1.59M	4.38%	3
2013 Q4	$7.31M	Buy	275,416 +6,849	+3%	+$180K	4.25%	4
2013 Q3	$6.86M	Buy	268,567 +13,193	+5%	+$346K	4.16%	6
2013 Q2	$6.83M	Buy	+255,374	New	+$7.09M	4.36%	3

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Gary Goldberg Planning Services's T Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its AT&T (T) stake by 6.6% in Q4 2014, buying an estimated $714K and bringing the position to 442,509 shares worth $11.2M. The position accounts for 4.72% of the portfolio, ranked #3.

Gary Goldberg Planning Services first reported a position in T in Q2 2013 and has held it in 7 quarters since. 1,707 funds tracked by Wall St. Rank hold T as of Q4 2014.

Gary Goldberg Planning Services held 442,509 shares of AT&T worth $11.2M as of Q4 2014.
Gary Goldberg Planning Services bought 27,526 AT&T shares in Q4 2014, an estimated $714K.
AT&T made up 4.72% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #3 holding.
Gary Goldberg Planning Services first reported a position in AT&T in Q2 2013 and has held it in 7 quarters since.
1,707 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.