NEPWA
T icon

New England Private Wealth Advisors’s AT&T T Stock Holding History

New England Private Wealth 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
2019
Q4 		– Sell
-33,742
Closed -$965K – 153
2019
Q3 		$965K Buy
33,742
+85
+0.3% +$2.25K 0.23% 57
2019
Q2 		$855K Buy
33,657
+90
+0.3% +$2.16K 0.21% 66
2019
Q1 		$797K Buy
33,567
+99
+0.3% +$2.28K 0.21% 69
2018
Q4 		$724K Buy
33,468
+4,390
+15% +$102K 0.21% 67
2018
Q3 		$738K Sell
29,078
-1,359
-4% -$33.3K 0.2% 69
2018
Q2 		$738K Buy
30,437
+1,036
+4% +$26K 0.21% 65
2018
Q1 		$791K Buy
29,401
+48
+0.2% +$1.34K 0.22% 64
2017
Q4 		$861K Sell
29,353
-11,446
-28% -$313K 0.24% 63
2017
Q3 		$1.21M Sell
40,799
-612
-1% -$17.4K 0.36% 50
2017
Q2 		$1.18M Buy
41,411
+2,325
+6% +$68.5K 0.36% 49
2017
Q1 		$1.23M Buy
39,086
+3,890
+11% +$122K 0.39% 48
2016
Q4 		$1.13M Buy
35,196
+6,498
+23% +$192K 0.39% 47
2016
Q3 		$880K Buy
28,698
+1,056
+4% +$33.4K 0.32% 53
2016
Q2 		$901K Sell
27,642
-358
-1% -$10.7K 0.34% 51
2016
Q1 		$829K Sell
28,000
-829
-3% -$23K 0.34% 51
2015
Q4 		$749K Sell
28,829
-4,456
-13% -$113K 0.3% 50
2015
Q3 		$820K Sell
33,285
-1,316
-4% -$33.6K 0.35% 47
2015
Q2 		$930K Buy
34,601
+3,690
+12% +$95.4K 0.35% 48
2015
Q1 		$766K Buy
30,911
+2,751
+10% +$69.9K 0.3% 50
2014
Q4 		$718K Buy
28,160
+4,708
+20% +$122K 0.28% 54
2014
Q3 		$625K Buy
23,452
+3,963
+20% +$105K 0.25% 57
2014
Q2 		$521K Sell
19,489
-5,757
-23% -$154K 0.21% 61
2014
Q1 		$668K Sell
25,246
-1,764
-7% -$44.3K 0.28% 53
2013
Q4 		$719K Buy
27,010
+6,213
+30% +$163K 0.33% 47
2013
Q3 		$531K Buy
20,797
+4,826
+30% +$127K 0.28% 46
2013
Q2 		$428K Buy
+15,971
New +$444K 0.27% 46

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New England Private Wealth Advisors's T Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of AT&T (T) in Q4 2019, closing a stake of 33,742 shares — an estimated $965K sold.

New England Private Wealth Advisors first reported a position in T in Q2 2013 and held it in 26 quarters. The position peaked at $1.23M in Q1 2017. 2,587 funds tracked by Wall St. Rank hold T as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining AT&T position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 33,742 AT&T shares in Q4 2019, an estimated $965K.
  • New England Private Wealth Advisors first reported a position in AT&T in Q2 2013 and held it in 26 quarters.
  • New England Private Wealth Advisors's AT&T position peaked at $1.23M in Q1 2017.
  • 2,587 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.