Private Vista’s AT&T T Stock Holding History

Private Vista’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	$835K	Sell	36,557 -31,854	-47%	-$725K	0.4%	46
2020 Q1	$1.5M	Buy	68,411 +6,211	+10%	+$170K	0.57%	35
2019 Q4	$1.84M	Sell	62,200 -2,492	-4%	-$72K	0.5%	29
2019 Q3	$1.85M	Buy	64,692 +1,239	+2%	+$32.8K	0.49%	31
2019 Q2	$1.6M	Buy	63,453 +1,392	+2%	+$33.4K	0.4%	35
2019 Q1	$1.47M	Sell	62,061 -935	-1%	-$21.5K	0.36%	40
2018 Q4	$1.36M	Sell	62,996 -12,872	-17%	-$300K	0.32%	44
2018 Q3	$1.98M	Sell	75,868 -5,604	-7%	-$137K	0.41%	35
2018 Q2	$1.98M	Buy	81,472 +21,476	+36%	+$539K	0.46%	30
2018 Q1	$1.61M	Buy	59,996 +30,018	+100%	+$835K	0.47%	28
2017 Q4	$880K	Sell	29,978 -22,354	-43%	-$610K	0.26%	31
2017 Q3	$1.55M	Buy	52,332 +7,501	+17%	+$213K	0.34%	36
2017 Q2	$1.26M	Buy	44,831 +7,092	+19%	+$209K	0.3%	30
2017 Q1	$1.15M	Buy	37,739 +275	+0.7%	+$8.65K	0.29%	33
2016 Q4	$1.18M	Sell	37,464 -6,762	-15%	-$200K	0.34%	23
2016 Q3	$1.22M	Buy	44,226 +20,503	+86%	+$648K	0.31%	30
2016 Q2	$763K	Buy	23,723 +397	+2%	+$11.8K	0.26%	21
2016 Q1	$687K	Hold	23,326	–	–	0.24%	17
2015 Q4	$598K	Buy	+23,326	New	+$592K	0.27%	22

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Vista's T Position: Q2 2020 in Review

Private Vista reduced its AT&T (T) stake by 47% in Q2 2020, selling an estimated $725K and leaving 36,557 shares worth $835K. The position accounts for 0.4% of the portfolio, ranked #46.

Private Vista first reported a position in T in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.98M in Q3 2018. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

Private Vista held 36,557 shares of AT&T worth $835K as of Q2 2020.
Private Vista sold 31,854 AT&T shares in Q2 2020, an estimated $725K.
AT&T made up 0.4% of Private Vista's portfolio in Q2 2020, its #46 holding.
Private Vista first reported a position in AT&T in Q4 2015 and has held it in 19 quarters since.
Private Vista's AT&T position peaked at $1.98M in Q3 2018.
2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.