Lucus Advisors’s AT&T T Stock Holding History

Lucus Advisors’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 Q4	–	Sell	-11,794	Closed	-$349K	–	245
2017 Q3	$349K	Sell	11,794 -783	-6%	-$22.2K	0.49%	79
2017 Q2	$358K	Buy	+12,577	New	+$371K	0.48%	99
2015 Q2	–	Sell	-10,911	Closed	-$269K	–	383
2015 Q1	$269K	Hold	10,911	–	–	0.14%	282
2014 Q4	$277K	Buy	+10,911	New	+$283K	0.12%	302

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lucus Advisors's T Position: Q4 2017 in Review

Lucus Advisors sold out of AT&T (T) in Q4 2017, closing a stake of 11,794 shares — an estimated $349K sold.

Lucus Advisors first reported a position in T in Q4 2014 and held it in 4 quarters. The position peaked at $358K in Q2 2017. 2,172 funds tracked by Wall St. Rank hold T as of Q4 2017.

Lucus Advisors reported no remaining AT&T position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 11,794 AT&T shares in Q4 2017, an estimated $349K.
Lucus Advisors first reported a position in AT&T in Q4 2014 and held it in 4 quarters.
Lucus Advisors's AT&T position peaked at $358K in Q2 2017.
2,172 funds tracked by Wall St. Rank held AT&T as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.