Morris Capital Advisors’s AT&T T Stock Holding History

Morris Capital Advisors’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	-8,814	Closed	-$260K	–	69
2019 Q4	$260K	Sell	8,814 -191	-2%	-$5.51K	0.22%	64
2019 Q3	$257K	Hold	9,005	–	–	0.23%	58
2019 Q2	$228K	Hold	9,005	–	–	0.19%	59
2019 Q1	$213K	Buy	+9,005	New	+$207K	0.17%	59
2018 Q4	–	Sell	-9,365	Closed	-$238K	–	72
2018 Q3	$238K	Sell	9,365 -198	-2%	-$4.85K	0.16%	62
2018 Q2	$232K	Sell	9,563 -19	-0.2%	-$477	0.16%	63
2018 Q1	$258K	Buy	9,582 +105	+1%	+$2.92K	0.17%	62
2017 Q4	$278K	Buy	9,477 +30	+0.3%	+$819	0.18%	66
2017 Q3	$279K	Buy	9,447 +37	+0.4%	+$1.05K	0.19%	65
2017 Q2	$268K	Sell	9,410 -384	-4%	-$11.3K	0.19%	64
2017 Q1	$307K	Sell	9,794 -94	-1%	-$2.96K	0.22%	64
2016 Q4	$318K	Sell	9,888 -13	-0.1%	-$384	0.22%	64
2016 Q3	$304K	Sell	9,901 -16	-0.2%	-$506	0.19%	63
2016 Q2	$324K	Sell	9,917 -234	-2%	-$6.96K	0.19%	58
2016 Q1	$300K	Buy	10,151 +1,027	+11%	+$28.4K	0.2%	60
2015 Q4	$237K	Buy	+9,124	New	+$231K	0.17%	61

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morris Capital Advisors's T Position: Q1 2020 in Review

Morris Capital Advisors sold out of AT&T (T) in Q1 2020, closing a stake of 8,814 shares — an estimated $260K sold.

Morris Capital Advisors first reported a position in T in Q4 2015 and held it in 16 quarters. The position peaked at $324K in Q2 2016. 2,487 funds tracked by Wall St. Rank hold T as of Q1 2020.

Morris Capital Advisors reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
Morris Capital Advisors sold 8,814 AT&T shares in Q1 2020, an estimated $260K.
Morris Capital Advisors first reported a position in AT&T in Q4 2015 and held it in 16 quarters.
Morris Capital Advisors's AT&T position peaked at $324K in Q2 2016.
2,487 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on Morris Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.