OIWM
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OptiFour Integrated Wealth Management’s AT&T T Stock Holding History

OptiFour Integrated 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
Q2 		– Sell
-8,950
Closed -$241K – 58
2018
Q1 		$241K Hold
8,950
– – 0.2% 48
2017
Q4 		$263K Buy
+8,950
New +$244K 0.22% 49

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OptiFour Integrated Wealth Management's T Position: Q2 2018 in Review

OptiFour Integrated Wealth Management sold out of AT&T (T) in Q2 2018, closing a stake of 8,950 shares — an estimated $241K sold.

OptiFour Integrated Wealth Management first reported a position in T in Q4 2017 and held it in 2 quarters. The position peaked at $263K in Q4 2017. 2,302 funds tracked by Wall St. Rank hold T as of Q2 2018.

  • OptiFour Integrated Wealth Management reported no remaining AT&T position as of Q2 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 8,950 AT&T shares in Q2 2018, an estimated $241K.
  • OptiFour Integrated Wealth Management first reported a position in AT&T in Q4 2017 and held it in 2 quarters.
  • OptiFour Integrated Wealth Management's AT&T position peaked at $263K in Q4 2017.
  • 2,302 funds tracked by Wall St. Rank held AT&T as of Q2 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q2 2018, filed 7 May 2019.