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

Lee 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
2017 Q3	–	Sell	-13,240	Closed	-$377K	–	86
2017 Q2	$377K	Hold	13,240	–	–	0.34%	79
2017 Q1	$416K	Sell	13,240 -13,240	-50%	-$417K	0.37%	75
2016 Q4	$851K	Buy	+26,480	New	+$781K	0.8%	50

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lee Capital Management's T Position: Q3 2017 in Review

Lee Capital Management sold out of AT&T (T) in Q3 2017, closing a stake of 13,240 shares — an estimated $377K sold.

Lee Capital Management first reported a position in T in Q4 2016 and held it in 3 quarters. The position peaked at $851K in Q4 2016. 1,978 funds tracked by Wall St. Rank hold T as of Q3 2017.

Lee Capital Management reported no remaining AT&T position as of Q3 2017 after selling out during the quarter.
Lee Capital Management sold 13,240 AT&T shares in Q3 2017, an estimated $377K.
Lee Capital Management first reported a position in AT&T in Q4 2016 and held it in 3 quarters.
Lee Capital Management's AT&T position peaked at $851K in Q4 2016.
1,978 funds tracked by Wall St. Rank held AT&T as of Q3 2017.

Based on Lee Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.