Michael J. Puzo’s AT&T T Stock Holding History

Michael J. Puzo’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
2016 Q2	–	Sell	-7,154	Closed	-$212K	–	76
2016 Q1	$212K	Hold	7,154	–	–	0.14%	76
2015 Q4	$187K	Buy	+7,154	New	+$181K	0.13%	75
2015 Q3	–	Sell	-5,679	Closed	-$152K	–	124
2015 Q2	$152K	Buy	5,679 +1,430	+34%	+$37K	0.1%	92
2015 Q1	$105K	Buy	+4,249	New	+$108K	0.07%	103

Other funds holding T

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BFA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Michael J. Puzo's T Position: Q2 2016 in Review

Michael J. Puzo sold out of AT&T (T) in Q2 2016, closing a stake of 7,154 shares — an estimated $212K sold.

Michael J. Puzo first reported a position in T in Q1 2015 and held it in 4 quarters. The position peaked at $212K in Q1 2016. 1,938 funds tracked by Wall St. Rank hold T as of Q2 2016.

Michael J. Puzo reported no remaining AT&T position as of Q2 2016 after selling out during the quarter.
Michael J. Puzo sold 7,154 AT&T shares in Q2 2016, an estimated $212K.
Michael J. Puzo first reported a position in AT&T in Q1 2015 and held it in 4 quarters.
Michael J. Puzo's AT&T position peaked at $212K in Q1 2016.
1,938 funds tracked by Wall St. Rank held AT&T as of Q2 2016.

Based on Michael J. Puzo's 13F filing for Q2 2016, filed 8 Aug 2016.