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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 – – 174
2020
Q1 		$0 Hold
19
– – ﹤0.01% 189
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% 202
2018
Q1 		– Sell
-38
Closed -$1K – 250
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% 183

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Newfound Research's T Position: Q2 2020 in Review

Newfound Research sold out of AT&T (T) in Q2 2020, closing a stake of 19 shares.

Newfound Research first reported a position in T in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q4 2019. 2,471 funds tracked by Wall St. Rank hold T as of Q2 2020.

  • Newfound Research reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 19 AT&T shares in Q2 2020.
  • Newfound Research first reported a position in AT&T in Q4 2016 and held it in 11 quarters.
  • Newfound Research's AT&T position peaked at $1K in Q4 2019.
  • 2,471 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.