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Independent Portfolio Consultants’s AT&T T Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.03M Sell
35,997
-7,202
-17% -$212K 0.43% 46
2017
Q1 		$1.36M Sell
43,199
-6,769
-14% -$213K 0.47% 43
2016
Q4 		$1.6M Buy
49,968
+2,656
+6% +$78.4K 0.53% 35
2016
Q3 		$1.45M Buy
47,312
+1,695
+4% +$53.6K 0.45% 49
2016
Q2 		$1.49M Sell
45,617
-3,427
-7% -$102K 0.47% 43
2016
Q1 		$1.45M Buy
49,044
+1,424
+3% +$39.4K 0.41% 68
2015
Q4 		$1.24M Buy
47,620
+291
+0.6% +$7.38K 0.37% 85
2015
Q3 		$1.17M Buy
47,329
+2,196
+5% +$56K 0.25% 120
2015
Q2 		$1.21M Sell
45,133
-591
-1% -$15.3K 0.24% 149
2015
Q1 		$1.13M Buy
45,724
+811
+2% +$20.6K 0.23% 145
2014
Q4 		$1.14M Sell
44,913
-204
-0.5% -$5.29K 0.23% 148
2014
Q3 		$1.2M Sell
45,117
-2,168
-5% -$57.7K 0.32% 75
2014
Q2 		$1.26M Buy
47,285
+11,173
+31% +$299K 0.35% 59
2014
Q1 		$956K Sell
36,112
-4,500
-11% -$113K 0.3% 85
2013
Q4 		$1.08M Buy
40,612
+4,806
+13% +$126K 0.38% 59
2013
Q3 		$915K Buy
35,806
+2,721
+8% +$71.4K 0.37% 62
2013
Q2 		$885K Buy
+33,085
New +$919K 0.4% 54

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Independent Portfolio Consultants's T Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its AT&T (T) stake by 17% in Q2 2017, selling an estimated $212K and leaving 35,997 shares worth $1.03M. The position accounts for 0.43% of the portfolio, ranked #46.

Independent Portfolio Consultants first reported a position in T in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.6M in Q4 2016. 1,981 funds tracked by Wall St. Rank hold T as of Q2 2017.

  • Independent Portfolio Consultants held 35,997 shares of AT&T worth $1.03M as of Q2 2017.
  • Independent Portfolio Consultants sold 7,202 AT&T shares in Q2 2017, an estimated $212K.
  • AT&T made up 0.43% of Independent Portfolio Consultants's portfolio in Q2 2017, its #46 holding.
  • Independent Portfolio Consultants first reported a position in AT&T in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's AT&T position peaked at $1.6M in Q4 2016.
  • 1,981 funds tracked by Wall St. Rank held AT&T as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.