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

Lyons 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
2015 Q2	–	Sell	-14,670	Closed	-$361K	–	79
2015 Q1	$361K	Buy	+14,670	New	+$373K	0.39%	40
2014 Q3	–	Sell	-11,789	Closed	-$316K	–	90
2014 Q2	$316K	Buy	+11,789	New	+$316K	0.28%	52
2013 Q4	–	Sell	-11,610	Closed	-$296K	–	95
2013 Q3	$296K	Hold	11,610	–	–	0.27%	49
2013 Q2	$312K	Buy	+11,610	New	+$323K	0.32%	34

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Norges Bank Oslo, Norway $1T AUM

Lyons Wealth Management's T Position: Q2 2015 in Review

Lyons Wealth Management sold out of AT&T (T) in Q2 2015, closing a stake of 14,670 shares — an estimated $361K sold.

Lyons Wealth Management first reported a position in T in Q2 2013 and held it in 4 quarters. The position peaked at $361K in Q1 2015. 1,723 funds tracked by Wall St. Rank hold T as of Q2 2015.

Lyons Wealth Management reported no remaining AT&T position as of Q2 2015 after selling out during the quarter.
Lyons Wealth Management sold 14,670 AT&T shares in Q2 2015, an estimated $361K.
Lyons Wealth Management first reported a position in AT&T in Q2 2013 and held it in 4 quarters.
Lyons Wealth Management's AT&T position peaked at $361K in Q1 2015.
1,723 funds tracked by Wall St. Rank held AT&T as of Q2 2015.

Based on Lyons Wealth Management's 13F filing for Q2 2015, filed 11 Aug 2015.