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Parasol Investment Management’s AT&T T Stock Holding History

Parasol Investment 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
2017
Q1 		$323K Sell
10,301
-10,863
-51% -$342K 0.53% 16
2016
Q4 		$680K Sell
21,164
-323
-2% -$9.53K 0.71% 28
2016
Q3 		$659K Sell
21,487
-776
-3% -$24.5K 0.69% 28
2016
Q2 		$727K Sell
22,263
-1,622
-7% -$48.3K 0.76% 24
2016
Q1 		$707K Sell
23,885
-998
-4% -$27.6K 0.69% 19
2015
Q4 		$647K Sell
24,883
-4,658
-16% -$118K 0.62% 19
2015
Q3 		$727K Sell
29,541
-22,410
-43% -$571K 0.66% 17
2015
Q2 		$1.39M Buy
51,951
+5,872
+13% +$152K 0.94% 18
2015
Q1 		$1.14M Buy
46,079
+7,434
+19% +$189K 0.71% 22
2014
Q4 		$980K Buy
38,645
+8,235
+27% +$214K 0.68% 22
2014
Q3 		$809K Buy
30,410
+2,708
+10% +$72K 0.56% 23
2014
Q2 		$740K Buy
27,702
+16,972
+158% +$455K 0.51% 23
2014
Q1 		$284K Buy
10,730
+3,310
+45% +$83.1K 0.2% 26
2013
Q4 		$197K Buy
+7,420
New +$195K 0.13% 32

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parasol Investment Management's T Position: Q1 2017 in Review

Parasol Investment Management reduced its AT&T (T) stake by 51% in Q1 2017, selling an estimated $342K and leaving 10,301 shares worth $323K. The position accounts for 0.53% of the portfolio, ranked #16.

Parasol Investment Management first reported a position in T in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2015. 1,984 funds tracked by Wall St. Rank hold T as of Q1 2017.

  • Parasol Investment Management held 10,301 shares of AT&T worth $323K as of Q1 2017.
  • Parasol Investment Management sold 10,863 AT&T shares in Q1 2017, an estimated $342K.
  • AT&T made up 0.53% of Parasol Investment Management's portfolio in Q1 2017, its #16 holding.
  • Parasol Investment Management first reported a position in AT&T in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's AT&T position peaked at $1.39M in Q2 2015.
  • 1,984 funds tracked by Wall St. Rank held AT&T as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.