Kaizen Advisory’s AT&T T Stock Holding History

Kaizen Advisory’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 Q4	$558K	Buy	25,868 +2,883	+13%	+$67.1K	0.39%	107
2018 Q3	$583K	Hold	22,985	–	–	0.3%	116
2018 Q2	$557K	Buy	22,985 +15,111	+192%	+$379K	0.28%	116
2018 Q1	$212K	Hold	7,874	–	–	0.21%	93
2017 Q4	$231K	Buy	+7,874	New	+$215K	0.14%	111

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's T Position: Q4 2018 in Review

Kaizen Advisory increased its AT&T (T) stake by 13% in Q4 2018, buying an estimated $67.1K and bringing the position to 25,868 shares worth $558K. The position accounts for 0.39% of the portfolio, ranked #107.

Kaizen Advisory first reported a position in T in Q4 2017 and has held it in 5 quarters since. The position peaked at $583K in Q3 2018. 2,328 funds tracked by Wall St. Rank hold T as of Q4 2018.

Kaizen Advisory held 25,868 shares of AT&T worth $558K as of Q4 2018.
Kaizen Advisory bought 2,883 AT&T shares in Q4 2018, an estimated $67.1K.
AT&T made up 0.39% of Kaizen Advisory's portfolio in Q4 2018, its #107 holding.
Kaizen Advisory first reported a position in AT&T in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's AT&T position peaked at $583K in Q3 2018.
2,328 funds tracked by Wall St. Rank held AT&T as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.