Mesirow Financial Investment Management - Fixed Income’s AT&T T Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2017 Q1	–	Sell	-20,376	Closed	-$654K	–	234
2016 Q4	$654K	Hold	20,376	–	–	0.04%	142
2016 Q3	$625K	Buy	20,376 +7,401	+57%	+$234K	0.04%	141
2016 Q2	$423K	Buy	+12,975	New	+$386K	0.02%	164
2014 Q3	–	Sell	-30,656	Closed	-$819K	–	179
2014 Q2	$819K	Sell	30,656 -31,181	-50%	-$835K	0.2%	132
2014 Q1	$1.64M	Buy	61,837 +17,345	+39%	+$436K	0.39%	100
2013 Q4	$1.18M	Buy	44,492 +6,300	+16%	+$166K	0.32%	94
2013 Q3	$976K	Buy	+38,192	New	+$1M	0.28%	101

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mesirow Financial Investment Management - Fixed Income's T Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of AT&T (T) in Q1 2017, closing a stake of 20,376 shares — an estimated $654K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in T in Q3 2013 and held it in 7 quarters. The position peaked at $1.64M in Q1 2014. 1,985 funds tracked by Wall St. Rank hold T as of Q1 2017.

Mesirow Financial Investment Management - Fixed Income reported no remaining AT&T position as of Q1 2017 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 20,376 AT&T shares in Q1 2017, an estimated $654K.
Mesirow Financial Investment Management - Fixed Income first reported a position in AT&T in Q3 2013 and held it in 7 quarters.
Mesirow Financial Investment Management - Fixed Income's AT&T position peaked at $1.64M in Q1 2014.
1,985 funds tracked by Wall St. Rank held AT&T as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.