MA Private Wealth’s AT&T T Stock Holding History

MA Private Wealth’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
2020 Q1	–	Sell	-8,491	Closed	-$251K	–	88
2019 Q4	$251K	Sell	8,491 -189	-2%	-$5.46K	0.08%	64
2019 Q3	$248K	Buy	8,680 +9	+0.1%	+$238	0.07%	75
2019 Q2	$219K	Buy	8,671 +180	+2%	+$4.32K	0.06%	80
2019 Q1	$201K	Buy	+8,491	New	+$195K	0.06%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MA Private Wealth's T Position: Q1 2020 in Review

MA Private Wealth sold out of AT&T (T) in Q1 2020, closing a stake of 8,491 shares — an estimated $251K sold.

MA Private Wealth first reported a position in T in Q1 2019 and held it in 4 quarters. The position peaked at $251K in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

MA Private Wealth reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
MA Private Wealth sold 8,491 AT&T shares in Q1 2020, an estimated $251K.
MA Private Wealth first reported a position in AT&T in Q1 2019 and held it in 4 quarters.
MA Private Wealth's AT&T position peaked at $251K in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on MA Private Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.