Karp Capital Management’s AT&T T Stock Holding History

Karp Capital Management’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
2019 Q3	–	Sell	-11,935	Closed	-$302K	–	107
2019 Q2	$302K	Sell	11,935 -867	-7%	-$20.8K	0.1%	95
2019 Q1	$303K	Sell	12,802 -568	-4%	-$13.1K	0.11%	102
2018 Q4	$288K	Sell	13,370 -6,834	-34%	-$159K	0.14%	89
2018 Q3	$512K	Sell	20,204 -2,268	-10%	-$55.6K	0.18%	99
2018 Q2	$545K	Sell	22,472 -7,944	-26%	-$199K	0.21%	92
2018 Q1	$819K	Hold	30,416	–	–	0.33%	81
2017 Q4	$893K	Sell	30,416 -653	-2%	-$17.8K	0.38%	77
2017 Q3	$919K	Buy	31,069 +421	+1%	+$12K	0.43%	69
2017 Q2	$873K	Buy	30,648 +861	+3%	+$25.4K	0.43%	65
2017 Q1	$935K	Sell	29,787 -530	-2%	-$16.7K	0.53%	58
2016 Q4	$974K	Buy	30,317 +381	+1%	+$11.2K	0.64%	51
2016 Q3	$918K	Sell	29,936 -5,954	-17%	-$188K	0.59%	56
2016 Q2	$1.17M	Buy	35,890 +436	+1%	+$13K	0.78%	52
2016 Q1	$1.05M	Sell	35,454 -33,848	-49%	-$938K	0.72%	55
2015 Q4	$1.8M	Buy	69,302 +31,286	+82%	+$794K	1.05%	42
2015 Q3	$935K	Buy	38,016 +4,029	+12%	+$103K	0.64%	48
2015 Q2	$912K	Buy	33,987 +447	+1%	+$11.6K	0.62%	50
2015 Q1	$827K	Buy	33,540 +460	+1%	+$11.7K	0.56%	50
2014 Q4	$839K	Buy	+33,080	New	+$858K	0.61%	49

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

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

Bank of America

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

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