Newfound Research’s AT&T T Stock Holding History

Newfound Research’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 Q2	–	Sell	-19	Closed	–	–	176
2020 Q1	$0	Hold	19	–	–	﹤0.01%	191
2019 Q4	$1K	Sell	19 -11	-37%	-$318	﹤0.01%	129
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	139
2019 Q2	$1K	Buy	30 +6	+25%	+$144	﹤0.01%	140
2019 Q1	$1K	Buy	24 +8	+50%	+$184	﹤0.01%	137
2018 Q4	$0	Buy	+16	New	+$372	﹤0.01%	207
2018 Q1	–	Sell	-38	Closed	-$1K	–	253
2017 Q4	$1K	Buy	38 +6	+19%	+$164	﹤0.01%	160
2017 Q3	$1K	Buy	32 +8	+33%	+$227	﹤0.01%	156
2017 Q2	$1K	Buy	24 +8	+50%	+$236	﹤0.01%	154
2017 Q1	$1K	Buy	16 +11	+220%	+$346	﹤0.01%	149
2016 Q4	$0	Buy	+5	New	+$148	﹤0.01%	186

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return