PFS
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Physicians Financial Services’s AT&T T Stock Holding History

Physicians Financial 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
2020
Q2 		– Sell
-11,348
Closed -$250K – 112
2020
Q1 		$250K Sell
11,348
-265
-2% -$7.24K 0.17% 90
2019
Q4 		$343K Sell
11,613
-132
-1% -$3.81K 0.19% 94
2019
Q3 		$336K Sell
11,745
-927
-7% -$24.6K 0.19% 92
2019
Q2 		$321K Sell
12,672
-18,360
-59% -$440K 0.19% 95
2019
Q1 		$735K Sell
31,032
-4,002
-11% -$92.1K 0.46% 61
2018
Q4 		$755K Buy
35,034
+5,772
+20% +$134K 0.55% 56
2018
Q3 		$743K Sell
29,262
-2,147
-7% -$52.6K 0.51% 59
2018
Q2 		$762K Sell
31,409
-1,197
-4% -$30K 0.57% 54
2018
Q1 		$876K Sell
32,606
-6,800
-17% -$189K 0.7% 47
2017
Q4 		$1.16M Sell
39,406
-1,258
-3% -$34.4K 0.88% 37
2017
Q3 		$1.2M Sell
40,664
-132
-0.3% -$3.75K 0.98% 36
2017
Q2 		$1.16M Sell
40,796
-2,438
-6% -$71.9K 0.98% 35
2017
Q1 		$1.36M Buy
43,234
+606
+1% +$19.1K 1.17% 30
2016
Q4 		$1.38M Sell
42,628
-489
-1% -$14.4K 1.13% 28
2016
Q3 		$1.32M Buy
43,117
+2,497
+6% +$78.9K 1.1% 32
2016
Q2 		$1.32M Buy
40,620
+864
+2% +$25.7K 1.16% 26
2016
Q1 		$1.18M Buy
39,756
+366
+0.9% +$10.1K 1.06% 30
2015
Q4 		$1.02M Buy
+39,390
New +$999K 0.95% 31

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return