Needelman Asset Management’s AT&T T Stock Holding History

Needelman Asset 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
2018 Q3	–	Sell	-71,794	Closed	-$1.74M	–	29
2018 Q2	$1.74M	Buy	71,794 +152	+0.2%	+$3.81K	3.79%	5
2018 Q1	$1.93M	Buy	71,642 +39,065	+120%	+$1.09M	4.16%	2
2017 Q4	$957K	Buy	32,577 +2,780	+9%	+$75.9K	2.39%	25
2017 Q3	$882K	Sell	29,797 -66	-0.2%	-$1.87K	2.17%	27
2017 Q2	$851K	Buy	29,863 +351	+1%	+$10.3K	2.19%	28
2017 Q1	$926K	Sell	29,512 -106	-0.4%	-$3.34K	2.48%	24
2016 Q4	$951K	Buy	29,618 +4,581	+18%	+$135K	2.64%	21
2016 Q3	$768K	Sell	25,037 -33	-0.1%	-$1.04K	2.31%	29
2016 Q2	$818K	Sell	25,070 -66	-0.3%	-$1.96K	2.34%	25
2016 Q1	$744K	Sell	25,136 -66	-0.3%	-$1.83K	2.18%	28
2015 Q4	$655K	Sell	25,202 -139	-0.5%	-$3.53K	1.99%	31
2015 Q3	$624K	Buy	25,341 +1,158	+5%	+$29.5K	2.05%	30
2015 Q2	$649K	Sell	24,183 -234	-1%	-$6.05K	2.05%	29
2015 Q1	$602K	Buy	24,417 +46	+0.2%	+$1.17K	1.83%	31
2014 Q4	$618K	Hold	24,371	–	–	1.89%	32
2014 Q3	$649K	Sell	24,371 -265	-1%	-$7.05K	2.08%	30
2014 Q2	$658K	Hold	24,636	–	–	2.08%	30
2014 Q1	$653K	Buy	24,636 +212	+0.9%	+$5.32K	2.12%	29
2013 Q4	$649K	Hold	24,424	–	–	2.14%	28
2013 Q3	$624K	Hold	24,424	–	–	2.24%	28
2013 Q2	$653K	Buy	+24,424	New	+$678K	2.39%	27

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Needelman Asset Management's T Position: Q3 2018 in Review

Needelman Asset Management sold out of AT&T (T) in Q3 2018, closing a stake of 71,794 shares — an estimated $1.74M sold.

Needelman Asset Management first reported a position in T in Q2 2013 and held it in 21 quarters. The position peaked at $1.93M in Q1 2018. 2,245 funds tracked by Wall St. Rank hold T as of Q3 2018.

Needelman Asset Management reported no remaining AT&T position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 71,794 AT&T shares in Q3 2018, an estimated $1.74M.
Needelman Asset Management first reported a position in AT&T in Q2 2013 and held it in 21 quarters.
Needelman Asset Management's AT&T position peaked at $1.93M in Q1 2018.
2,245 funds tracked by Wall St. Rank held AT&T as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.