JIC
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JRM Investment Counsel’s AT&T T Stock Holding History

JRM Investment Counsel’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
2016
Q1 		– Sell
-71,782
Closed -$1.87M – 32
2015
Q4 		$1.87M Buy
71,782
+28,196
+65% +$715K 2.22% 22
2015
Q3 		$1.07M Buy
+43,586
New +$1.11M 1.26% 23

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 $3.37T AUM 44.26% 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 $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JRM Investment Counsel's T Position: Q1 2016 in Review

JRM Investment Counsel sold out of AT&T (T) in Q1 2016, closing a stake of 71,782 shares — an estimated $1.87M sold.

JRM Investment Counsel first reported a position in T in Q3 2015 and held it in 2 quarters. The position peaked at $1.87M in Q4 2015. 1,898 funds tracked by Wall St. Rank hold T as of Q1 2016.

  • JRM Investment Counsel reported no remaining AT&T position as of Q1 2016 after selling out during the quarter.
  • JRM Investment Counsel sold 71,782 AT&T shares in Q1 2016, an estimated $1.87M.
  • JRM Investment Counsel first reported a position in AT&T in Q3 2015 and held it in 2 quarters.
  • JRM Investment Counsel's AT&T position peaked at $1.87M in Q4 2015.
  • 1,898 funds tracked by Wall St. Rank held AT&T as of Q1 2016.

Based on JRM Investment Counsel's 13F filing for Q1 2016, filed 5 May 2016.