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Longer Investments’s AT&T T Stock Holding History

Longer Investments’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
Q1 		$1.97M Sell
83,352
-1,338
-2% -$30.8K 2.33% 21
2018
Q4 		$1.83M Buy
+84,690
New +$1.97M 2.13% 18
2018
Q2 		– Sell
-89,708
Closed -$2.42M – 34
2018
Q1 		$2.42M Sell
89,708
-443
-0.5% -$12.3K 2.64% 16
2017
Q4 		$2.65M Sell
90,151
-596
-0.7% -$16.3K 2.21% 16
2017
Q3 		$2.69M Buy
90,747
+7,163
+9% +$203K 2.39% 12
2017
Q2 		$2.38M Buy
83,584
+7,721
+10% +$228K 2.09% 13
2017
Q1 		$2.38M Sell
75,863
-3,621
-5% -$114K 2.29% 15
2016
Q4 		$2.55M Buy
79,484
+14,056
+21% +$415K 2.33% 15
2016
Q3 		$2.01M Buy
65,428
+9,036
+16% +$286K 1.74% 22
2016
Q2 		$1.84M Sell
56,392
-18,529
-25% -$551K 2.02% 18
2016
Q1 		$2.22M Buy
74,921
+225
+0.3% +$6.23K 1.83% 21
2015
Q4 		$1.94M Buy
74,696
+12,558
+20% +$319K 1.71% 19
2015
Q3 		$1.53M Buy
62,138
+142
+0.2% +$3.62K 1.8% 21
2015
Q2 		$1.66M Sell
61,996
-28,301
-31% -$731K 1.46% 28
2015
Q1 		$2.23M Buy
90,297
+30,777
+52% +$782K 1.7% 19
2014
Q4 		$1.51M Sell
59,520
-265
-0.4% -$6.88K 1.12% 33
2014
Q3 		$1.59M Sell
59,785
-742
-1% -$19.7K 1.29% 30
2014
Q2 		$1.62M Sell
60,527
-29,578
-33% -$792K 1.22% 33
2014
Q1 		$2.39M Sell
90,105
-7,613
-8% -$191K 1.89% 21
2013
Q4 		$2.6M Sell
97,718
-860
-0.9% -$22.6K 2.03% 13
2013
Q3 		$2.52M Sell
98,578
-504
-0.5% -$13.2K 2.02% 12
2013
Q2 		$2.65M Buy
+99,082
New +$2.75M 2.41% 12

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Longer Investments's T Position: Q1 2019 in Review

Longer Investments reduced its AT&T (T) stake by 1.6% in Q1 2019, selling an estimated $30.8K and leaving 83,352 shares worth $1.97M. The position accounts for 2.33% of the portfolio, ranked #21.

Longer Investments first reported a position in T in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.69M in Q3 2017. 2,315 funds tracked by Wall St. Rank hold T as of Q1 2019.

  • Longer Investments held 83,352 shares of AT&T worth $1.97M as of Q1 2019.
  • Longer Investments sold 1,338 AT&T shares in Q1 2019, an estimated $30.8K.
  • AT&T made up 2.33% of Longer Investments's portfolio in Q1 2019, its #21 holding.
  • Longer Investments first reported a position in AT&T in Q2 2013 and has held it in 22 quarters since.
  • Longer Investments's AT&T position peaked at $2.69M in Q3 2017.
  • 2,315 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.