McDaniel Terry & Co’s AT&T T Stock Holding History

McDaniel Terry & Co’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	-11,872	Closed	-$350K	–	82
2019 Q4	$350K	Buy	11,872 +170	+1%	+$4.91K	0.05%	62
2019 Q3	$334K	Buy	11,702 +2,083	+22%	+$55.2K	0.05%	61
2019 Q2	$243K	Sell	9,619 -75	-0.8%	-$1.8K	0.04%	58
2019 Q1	$230K	Sell	9,694 -4,330	-31%	-$99.6K	0.04%	58
2018 Q4	$302K	Sell	14,024 -331	-2%	-$7.71K	0.06%	46
2018 Q3	$364K	Sell	14,355 -299	-2%	-$7.32K	0.06%	49
2018 Q2	$355K	Hold	14,654	–	–	0.07%	47
2018 Q1	$395K	Sell	14,654 -2,218	-13%	-$61.7K	0.07%	44
2017 Q4	$495K	Hold	16,872	–	–	0.09%	41
2017 Q3	$499K	Buy	16,872 +746	+5%	+$21.2K	0.09%	40
2017 Q2	$460K	Sell	16,126 -322	-2%	-$9.49K	0.09%	43
2017 Q1	$516K	Sell	16,448 -5,881	-26%	-$185K	0.1%	40
2016 Q4	$717K	Buy	22,329 +3,210	+17%	+$94.7K	0.15%	35
2016 Q3	$586K	Sell	19,119 -1,002	-5%	-$31.7K	0.13%	35
2016 Q2	$657K	Buy	+20,121	New	+$599K	0.15%	36

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

McDaniel Terry & Co's T Position: Q1 2020 in Review

McDaniel Terry & Co sold out of AT&T (T) in Q1 2020, closing a stake of 11,872 shares — an estimated $350K sold.

McDaniel Terry & Co first reported a position in T in Q2 2016 and held it in 15 quarters. The position peaked at $717K in Q4 2016. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

McDaniel Terry & Co reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
McDaniel Terry & Co sold 11,872 AT&T shares in Q1 2020, an estimated $350K.
McDaniel Terry & Co first reported a position in AT&T in Q2 2016 and held it in 15 quarters.
McDaniel Terry & Co's AT&T position peaked at $717K in Q4 2016.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on McDaniel Terry & Co's 13F filing for Q1 2020, filed 8 May 2020.