Lyell Wealth Management’s AT&T T Stock Holding History

Lyell Wealth 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
2018 Q4	–	Sell	-10,720	Closed	-$272K	–	115
2018 Q3	$272K	Buy	10,720 +1,682	+19%	+$41.2K	0.09%	101
2018 Q2	$219K	Buy	+9,038	New	+$227K	0.08%	103

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lyell Wealth Management's T Position: Q4 2018 in Review

Lyell Wealth Management sold out of AT&T (T) in Q4 2018, closing a stake of 10,720 shares — an estimated $272K sold.

Lyell Wealth Management first reported a position in T in Q2 2018 and held it in 2 quarters. The position peaked at $272K in Q3 2018. 2,329 funds tracked by Wall St. Rank hold T as of Q4 2018.

Lyell Wealth Management reported no remaining AT&T position as of Q4 2018 after selling out during the quarter.
Lyell Wealth Management sold 10,720 AT&T shares in Q4 2018, an estimated $272K.
Lyell Wealth Management first reported a position in AT&T in Q2 2018 and held it in 2 quarters.
Lyell Wealth Management's AT&T position peaked at $272K in Q3 2018.
2,329 funds tracked by Wall St. Rank held AT&T as of Q4 2018.

Based on Lyell Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.