KIG
T icon

Kovitz Investment Group’s AT&T T Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$276K Sell
10,603
-834
-7% -$21.2K 0.02% 115
2015
Q3 		$281K Sell
11,437
-911
-7% -$23.2K 0.02% 94
2015
Q2 		$331K Sell
12,348
-1,588
-11% -$41K 0.02% 96
2015
Q1 		$344K Buy
13,936
+2,640
+23% +$67.1K 0.02% 92
2014
Q4 		$287K Sell
11,296
-1,571
-12% -$40.8K 0.01% 100
2014
Q3 		$342K Sell
12,867
-298
-2% -$7.93K 0.02% 93
2014
Q2 		$352K Sell
13,165
-1,476
-10% -$39.5K 0.02% 91
2014
Q1 		$406K Buy
14,641
+2,818
+24% +$70.8K 0.02% 90
2013
Q4 		$314K Buy
11,823
+879
+8% +$23.1K 0.01% 104
2013
Q3 		$280K Sell
10,944
-3,167
-22% -$83.2K 0.01% 103
2013
Q2 		$377K Buy
+14,111
New +$392K 0.02% 91

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 $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return