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PacWest Financial Management’s AT&T T Stock Holding History

PacWest Financial 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
2015
Q3 		– Sell
-8,491
Closed -$209K – 85
2015
Q2 		$209K Hold
8,491
– – 0.15% 86
2015
Q1 		$209K Buy
8,491
+307
+4% +$7.8K 0.15% 85
2014
Q4 		$208K Buy
+8,184
New +$212K 0.15% 86
2014
Q1 		– Sell
-30,669
Closed -$814K – 91
2013
Q4 		$814K Sell
30,669
-563
-2% -$14.8K 0.25% 64
2013
Q3 		$798K Sell
31,232
-3,290
-10% -$86.4K 0.69% 59
2013
Q2 		$923K Buy
+34,522
New +$959K 0.88% 46

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

PacWest Financial Management's T Position: Q3 2015 in Review

PacWest Financial Management sold out of AT&T (T) in Q3 2015, closing a stake of 8,491 shares — an estimated $209K sold.

PacWest Financial Management first reported a position in T in Q2 2013 and held it in 6 quarters. The position peaked at $923K in Q2 2013. 1,777 funds tracked by Wall St. Rank hold T as of Q3 2015.

  • PacWest Financial Management reported no remaining AT&T position as of Q3 2015 after selling out during the quarter.
  • PacWest Financial Management sold 8,491 AT&T shares in Q3 2015, an estimated $209K.
  • PacWest Financial Management first reported a position in AT&T in Q2 2013 and held it in 6 quarters.
  • PacWest Financial Management's AT&T position peaked at $923K in Q2 2013.
  • 1,777 funds tracked by Wall St. Rank held AT&T as of Q3 2015.

Based on PacWest Financial Management's 13F filing for Q3 2015, filed 9 Oct 2015.