KFA
T icon

Kabarec Financial Advisors’s AT&T T Stock Holding History

Kabarec Financial 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
2018
Q2 		$314K Buy
12,930
+1,398
+12% +$35.1K 0.24% 34
2018
Q1 		$310K Sell
11,532
-102,794
-90% -$2.86M 0.2% 36
2017
Q4 		$3.36M Buy
+114,326
New +$3.12M 2.06% 22

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kabarec Financial Advisors's T Position: Q2 2018 in Review

Kabarec Financial Advisors increased its AT&T (T) stake by 12% in Q2 2018, buying an estimated $35.1K and bringing the position to 12,930 shares worth $314K. The position accounts for 0.24% of the portfolio, ranked #34.

Kabarec Financial Advisors first reported a position in T in Q4 2017 and has held it in 3 quarters since. The position peaked at $3.36M in Q4 2017. 2,301 funds tracked by Wall St. Rank hold T as of Q2 2018.

  • Kabarec Financial Advisors held 12,930 shares of AT&T worth $314K as of Q2 2018.
  • Kabarec Financial Advisors bought 1,398 AT&T shares in Q2 2018, an estimated $35.1K.
  • AT&T made up 0.24% of Kabarec Financial Advisors's portfolio in Q2 2018, its #34 holding.
  • Kabarec Financial Advisors first reported a position in AT&T in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's AT&T position peaked at $3.36M in Q4 2017.
  • 2,301 funds tracked by Wall St. Rank held AT&T as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.