Gruss & Co’s AT&T T Stock Holding History

Gruss & Co’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
2020 Q1	–	Sell	-162,190	Closed	-$4.79M	–	34
2019 Q4	$4.79M	Sell	162,190 -46,340	-22%	-$1.34M	5.85%	7
2019 Q3	$5.96M	Buy	208,530 +66,200	+47%	+$1.75M	7.25%	5
2019 Q2	$3.6M	Buy	142,330 +92,680	+187%	+$2.22M	3.9%	10
2019 Q1	$1.18M	Sell	49,650 -59,580	-55%	-$1.37M	1.23%	17
2018 Q4	$2.35M	Sell	109,230 -69,510	-39%	-$1.62M	3.03%	14
2018 Q3	$4.53M	Buy	178,740 +169,228	+1,779%	+$4.15M	4.48%	8
2018 Q2	$231K	Buy	+9,512	New	+$239K	0.24%	35
2017 Q1	–	Sell	-13,240	Closed	-$425K	–	46
2016 Q4	$425K	Hold	13,240	–	–	0.46%	34
2016 Q3	$406K	Buy	+13,240	New	+$418K	0.51%	27
2014 Q4	–	Sell	-31,776	Closed	-$846K	–	46
2014 Q3	$846K	Sell	31,776 -34,424	-52%	-$916K	1.05%	28
2014 Q2	$1.77M	Hold	66,200	–	–	2.01%	21
2014 Q1	$1.75M	Hold	66,200	–	–	2.04%	19
2013 Q4	$1.76M	Hold	66,200	–	–	2.02%	20
2013 Q3	$1.69M	Hold	66,200	–	–	2.04%	18
2013 Q2	$1.77M	Buy	+66,200	New	+$1.84M	2.24%	15

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return