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Oak Point Wealth Management’s AT&T T Stock Holding History

Oak Point Wealth 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
Q1 		$67K Sell
2,529
-5,974
-70% -$166K 0.07% 105
2017
Q4 		$260K Buy
+8,503
New +$232K 0.26% 85

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oak Point Wealth Management's T Position: Q1 2018 in Review

Oak Point Wealth Management reduced its AT&T (T) stake by 70% in Q1 2018, selling an estimated $166K and leaving 2,529 shares worth $67K. The position accounts for 0.07% of the portfolio, ranked #105.

Oak Point Wealth Management first reported a position in T in Q4 2017 and has held it in 2 quarters since. The position peaked at $260K in Q4 2017. 2,159 funds tracked by Wall St. Rank hold T as of Q1 2018.

  • Oak Point Wealth Management held 2,529 shares of AT&T worth $67K as of Q1 2018.
  • Oak Point Wealth Management sold 5,974 AT&T shares in Q1 2018, an estimated $166K.
  • AT&T made up 0.07% of Oak Point Wealth Management's portfolio in Q1 2018, its #105 holding.
  • Oak Point Wealth Management first reported a position in AT&T in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's AT&T position peaked at $260K in Q4 2017.
  • 2,159 funds tracked by Wall St. Rank held AT&T as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.