PSG
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Planning Solutions Group’s AT&T T Stock Holding History

Planning Solutions Group’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 		$576K Sell
22,761
-1,871
-8% -$44.9K 0.3% 66
2019
Q1 		$583K Buy
24,632
+2,248
+10% +$51.7K 0.31% 65
2018
Q4 		$482K Buy
+22,384
New +$521K 0.29% 68

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Solutions Group's T Position: Q2 2019 in Review

Planning Solutions Group reduced its AT&T (T) stake by 7.6% in Q2 2019, selling an estimated $44.9K and leaving 22,761 shares worth $576K. The position accounts for 0.3% of the portfolio, ranked #66.

Planning Solutions Group first reported a position in T in Q4 2018 and has held it in 3 quarters since. The position peaked at $583K in Q1 2019. 2,307 funds tracked by Wall St. Rank hold T as of Q2 2019.

  • Planning Solutions Group held 22,761 shares of AT&T worth $576K as of Q2 2019.
  • Planning Solutions Group sold 1,871 AT&T shares in Q2 2019, an estimated $44.9K.
  • AT&T made up 0.3% of Planning Solutions Group's portfolio in Q2 2019, its #66 holding.
  • Planning Solutions Group first reported a position in AT&T in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's AT&T position peaked at $583K in Q1 2019.
  • 2,307 funds tracked by Wall St. Rank held AT&T as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.