Nelson Capital Management’s AT&T T Stock Holding History

Nelson Capital 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
2021 Q1	–	Sell	-179,509	Closed	-$3.9M	–	102
2020 Q4	$3.9M	Sell	179,509 -67,340	-27%	-$1.45M	0.84%	39
2020 Q3	$5.32M	Sell	246,849 -10,758	-4%	-$240K	0.93%	39
2020 Q2	$5.88M	Sell	257,607 -421	-0.2%	-$9.59K	1.28%	33
2020 Q1	$5.68M	Buy	258,028 +568	+0.2%	+$15.5K	1.53%	28
2019 Q4	$7.6M	Sell	257,460 -3,322	-1%	-$95.9K	1.6%	24
2019 Q3	$7.45M	Buy	260,782 +6,238	+2%	+$165K	1.77%	21
2019 Q2	$6.44M	Buy	254,544 +1,056	+0.4%	+$25.3K	1.52%	26
2019 Q1	$6M	Buy	253,488 +137,089	+118%	+$3.15M	1.5%	26
2018 Q4	$2.51M	Sell	116,399 -8,025	-6%	-$187K	0.7%	46
2018 Q3	$3.16M	Sell	124,424 -111	-0.1%	-$2.72K	0.73%	46
2018 Q2	$3.02M	Buy	124,535 +105,165	+543%	+$2.64M	0.78%	45
2018 Q1	$522K	Sell	19,370 -133	-0.7%	-$3.7K	0.14%	67
2017 Q4	$573K	Sell	19,503 -2,825	-13%	-$77.1K	0.18%	59
2017 Q3	$661K	Sell	22,328 -2,873	-11%	-$81.6K	0.22%	54
2017 Q2	$715K	Buy	+25,201	New	+$743K	0.24%	55

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Nelson Capital Management's T Position: Q1 2021 in Review

Nelson Capital Management sold out of AT&T (T) in Q1 2021, closing a stake of 179,509 shares — an estimated $3.9M sold.

Nelson Capital Management first reported a position in T in Q2 2017 and held it in 15 quarters. The position peaked at $7.6M in Q4 2019. 2,605 funds tracked by Wall St. Rank hold T as of Q1 2021.

Nelson Capital Management reported no remaining AT&T position as of Q1 2021 after selling out during the quarter.
Nelson Capital Management sold 179,509 AT&T shares in Q1 2021, an estimated $3.9M.
Nelson Capital Management first reported a position in AT&T in Q2 2017 and held it in 15 quarters.
Nelson Capital Management's AT&T position peaked at $7.6M in Q4 2019.
2,605 funds tracked by Wall St. Rank held AT&T as of Q1 2021.

Based on Nelson Capital Management's 13F filing for Q1 2021, filed 10 May 2021.