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Montgomery Investment Management’s AT&T T Stock Holding History

Montgomery Investment 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
2016
Q4 		– Sell
-7,422
Closed -$228K – 101
2016
Q3 		$228K Hold
7,422
– – 0.11% 87
2016
Q2 		$242K Hold
7,422
– – 0.12% 86
2016
Q1 		$220K Buy
+7,422
New +$206K 0.13% 73
2015
Q3 		– Sell
-7,502
Closed -$201K – 83
2015
Q2 		$201K Buy
+7,502
New +$194K 0.1% 75
2013
Q4 		– Sell
-8,692
Closed -$222K – 74
2013
Q3 		$222K Sell
8,692
-794
-8% -$20.8K 0.12% 75
2013
Q2 		$254K Buy
+9,486
New +$264K 0.14% 73

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Montgomery Investment Management's T Position: Q4 2016 in Review

Montgomery Investment Management sold out of AT&T (T) in Q4 2016, closing a stake of 7,422 shares — an estimated $228K sold.

Montgomery Investment Management first reported a position in T in Q2 2013 and held it in 6 quarters. The position peaked at $254K in Q2 2013. 1,992 funds tracked by Wall St. Rank hold T as of Q4 2016.

  • Montgomery Investment Management reported no remaining AT&T position as of Q4 2016 after selling out during the quarter.
  • Montgomery Investment Management sold 7,422 AT&T shares in Q4 2016, an estimated $228K.
  • Montgomery Investment Management first reported a position in AT&T in Q2 2013 and held it in 6 quarters.
  • Montgomery Investment Management's AT&T position peaked at $254K in Q2 2013.
  • 1,992 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Montgomery Investment Management's 13F filing for Q4 2016, filed 25 Jan 2017.