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Genesis Wealth Advisors’s AT&T T Stock Holding History

Genesis Wealth Advisors’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
Q2 		$455K Sell
16,972
-1,551
-8% -$40.1K 0.37% 29
2015
Q1 		$460K Sell
18,523
-5,665
-23% -$144K 0.38% 33
2014
Q4 		$625K Buy
+24,188
New +$628K 0.5% 31

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
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
Bank of New York Mellon New York $544B AUM 28.31% 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 $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Genesis Wealth Advisors's T Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its AT&T (T) stake by 8.4% in Q2 2015, selling an estimated $40.1K and leaving 16,972 shares worth $455K. The position accounts for 0.37% of the portfolio, ranked #29.

Genesis Wealth Advisors first reported a position in T in Q4 2014 and has held it in 3 quarters since. The position peaked at $625K in Q4 2014. 1,721 funds tracked by Wall St. Rank hold T as of Q2 2015.

  • Genesis Wealth Advisors held 16,972 shares of AT&T worth $455K as of Q2 2015.
  • Genesis Wealth Advisors sold 1,551 AT&T shares in Q2 2015, an estimated $40.1K.
  • AT&T made up 0.37% of Genesis Wealth Advisors's portfolio in Q2 2015, its #29 holding.
  • Genesis Wealth Advisors first reported a position in AT&T in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's AT&T position peaked at $625K in Q4 2014.
  • 1,721 funds tracked by Wall St. Rank held AT&T as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.