Hefty Wealth Partners’s AT&T T Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$52K	Sell	1,920 -10,793	-85%	-$300K	0.03%	141
2017 Q4	$373K	Sell	12,713 -11,708	-48%	-$320K	0.23%	76
2017 Q3	$722K	Buy	24,421 +38	+0.2%	+$1.08K	0.48%	59
2017 Q2	$694K	Buy	24,383 +21,673	+800%	+$639K	0.47%	63
2017 Q1	$85K	Buy	2,710 +100	+4%	+$3.15K	0.06%	101
2016 Q4	$83K	Sell	2,610 -46,544	-95%	-$1.37M	0.07%	91
2016 Q3	$1.51M	Buy	49,154 +48,816	+14,443%	+$1.54M	1.14%	26
2016 Q2	$11K	Sell	338 -49,256	-99%	-$1.47M	0.01%	141
2016 Q1	$1.47M	Buy	49,594 +9,289	+23%	+$257K	1.37%	25
2015 Q4	$1.05M	Buy	+40,305	New	+$1.02M	1%	35

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Hefty Wealth Partners's T Position: Q1 2018 in Review

Hefty Wealth Partners reduced its AT&T (T) stake by 85% in Q1 2018, selling an estimated $300K and leaving 1,920 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #141.

Hefty Wealth Partners first reported a position in T in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2016. 2,159 funds tracked by Wall St. Rank hold T as of Q1 2018.

Hefty Wealth Partners held 1,920 shares of AT&T worth $52K as of Q1 2018.
Hefty Wealth Partners sold 10,793 AT&T shares in Q1 2018, an estimated $300K.
AT&T made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #141 holding.
Hefty Wealth Partners first reported a position in AT&T in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's AT&T position peaked at $1.51M in Q3 2016.
2,159 funds tracked by Wall St. Rank held AT&T as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.