LifePlan Financial Group’s AT&T T Stock Holding History

LifePlan Financial 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
2020 Q3	$302K	Sell	14,003 -1,342	-9%	-$30K	0.13%	104
2020 Q2	$350K	Sell	15,345 -2,438	-14%	-$55.5K	0.16%	95
2020 Q1	$392K	Sell	17,783 -274	-2%	-$7.49K	0.21%	83
2019 Q4	$533K	Hold	18,057	–	–	0.24%	72
2019 Q3	$516K	Hold	18,057	–	–	0.24%	70
2019 Q2	$457K	Hold	18,057	–	–	0.22%	78
2019 Q1	$428K	Buy	18,057 +265	+1%	+$6.1K	0.23%	75
2018 Q4	$384K	Hold	17,792	–	–	0.24%	69
2018 Q3	$451K	Sell	17,792 -794	-4%	-$19.4K	0.24%	69
2018 Q2	$451K	Buy	18,586 +57	+0.3%	+$1.43K	0.25%	69
2018 Q1	$499K	Buy	18,529 +864	+5%	+$24K	0.29%	58
2017 Q4	$523K	Hold	17,665	–	–	0.33%	57
2017 Q3	$523K	Sell	17,665 -514	-3%	-$14.6K	0.33%	57
2017 Q2	$518K	Hold	18,179	–	–	0.35%	59
2017 Q1	$570K	Sell	18,179 -909	-5%	-$28.6K	0.4%	56
2016 Q4	$613K	Buy	19,088 +1,059	+6%	+$31.2K	0.43%	66
2016 Q3	$553K	Buy	18,029 +1,447	+9%	+$45.7K	0.38%	53
2016 Q2	$541K	Buy	16,582 +4,163	+34%	+$124K	0.37%	50
2016 Q1	$367K	Sell	12,419 -85	-0.7%	-$2.35K	0.26%	61
2015 Q4	$325K	Buy	12,504 +2,704	+28%	+$68.6K	0.23%	71
2015 Q3	$241K	Buy	9,800 +29	+0.3%	+$739	0.18%	79
2015 Q2	$262K	Buy	+9,771	New	+$253K	0.18%	81
2014 Q2	–	Sell	-6,697	Closed	-$177K	–	200
2014 Q1	$177K	Buy	6,697 +910	+16%	+$22.8K	0.14%	67
2013 Q4	$154K	Hold	5,787	–	–	0.11%	71
2013 Q3	$148K	Hold	5,787	–	–	0.12%	56
2013 Q2	$155K	Buy	+5,787	New	+$161K	0.17%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

LifePlan Financial Group's T Position: Q3 2020 in Review

LifePlan Financial Group reduced its AT&T (T) stake by 8.7% in Q3 2020, selling an estimated $30K and leaving 14,003 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #104.

LifePlan Financial Group first reported a position in T in Q2 2013 and has held it in 26 quarters since. The position peaked at $613K in Q4 2016. 2,421 funds tracked by Wall St. Rank hold T as of Q3 2020.

LifePlan Financial Group held 14,003 shares of AT&T worth $302K as of Q3 2020.
LifePlan Financial Group sold 1,342 AT&T shares in Q3 2020, an estimated $30K.
AT&T made up 0.13% of LifePlan Financial Group's portfolio in Q3 2020, its #104 holding.
LifePlan Financial Group first reported a position in AT&T in Q2 2013 and has held it in 26 quarters since.
LifePlan Financial Group's AT&T position peaked at $613K in Q4 2016.
2,421 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.