Partnervest Advisory Services’s AT&T T Stock Holding History

Partnervest Advisory Services’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
2019 Q2	–	Sell	-132,400	Closed	-$2K	–	274
2019 Q1	$2K	Buy	132,400 +132,307	+142,266%	+$3.04M	﹤0.01%	241
2018 Q4	$2K	Buy	+93	New	+$2.17K	﹤0.01%	208

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Partnervest Advisory Services's T Position: Q3 2020 in Review

Partnervest Advisory Services increased its AT&T (T) stake by 7.6% in Q3 2020, buying an estimated $74.7K and bringing the position to 47,571 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #59.

Partnervest Advisory Services first reported a position in T in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.72M in Q2 2016. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Partnervest Advisory Services held 47,571 shares of AT&T worth $1.02M as of Q3 2020.
Partnervest Advisory Services bought 3,344 AT&T shares in Q3 2020, an estimated $74.7K.
AT&T made up 0.32% of Partnervest Advisory Services's portfolio in Q3 2020, its #59 holding.
Partnervest Advisory Services first reported a position in AT&T in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's AT&T position peaked at $1.72M in Q2 2016.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.