LA
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Lau Associates’s AT&T T Stock Holding History

Lau Associates’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 		– Sell
-8,438
Closed -$227K – 77
2018
Q1 		$227K Sell
8,438
-7,277
-46% -$203K 0.18% 71
2017
Q4 		$461K Buy
15,715
+1,065
+7% +$29.1K 0.36% 50
2017
Q3 		$433K Sell
14,650
-3,877
-21% -$110K 0.34% 57
2017
Q2 		$528K Buy
18,527
+27
+0.1% +$796 0.42% 55
2017
Q1 		$581K Buy
18,500
+5,694
+44% +$179K 0.52% 55
2016
Q4 		$411K Hold
12,806
– – 0.42% 51
2016
Q3 		$393K Hold
12,806
– – 0.4% 54
2016
Q2 		$418K Sell
12,806
-1,350
-10% -$40.2K 0.44% 52
2016
Q1 		$419K Hold
14,156
– – 0.43% 51
2015
Q4 		$368K Buy
14,156
+397
+3% +$10.1K 0.4% 53
2015
Q3 		$339K Buy
13,759
+253
+2% +$6.45K 0.4% 54
2015
Q2 		$362K Hold
13,506
– – 0.35% 53
2015
Q1 		$333K Sell
13,506
-960
-7% -$24.4K 0.32% 55
2014
Q4 		$367K Sell
14,466
-4,565
-24% -$118K 0.33% 56
2014
Q3 		$507K Hold
19,031
– – 0.47% 41
2014
Q2 		$508K Sell
19,031
-1,324
-7% -$35.5K 0.46% 40
2014
Q1 		$539K Sell
20,355
-9,235
-31% -$232K 0.48% 40
2013
Q4 		$786K Sell
29,590
-6,620
-18% -$174K 0.7% 32
2013
Q3 		$925K Sell
36,210
-1,324
-4% -$34.8K 0.77% 31
2013
Q2 		$1M Buy
+37,534
New +$1.04M 0.85% 28

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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