LWM
T icon

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 – 83
2015
Q1 		$361K Buy
+14,670
New +$373K 0.39% 40
2014
Q3 		– Sell
-11,789
Closed -$316K – 94
2014
Q2 		$316K Buy
+11,789
New +$316K 0.3% 52
2013
Q4 		– Sell
-11,610
Closed -$296K – 99
2013
Q3 		$296K Hold
11,610
– – 0.31% 49
2013
Q2 		$312K Buy
+11,610
New +$323K 0.32% 34

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM