Retirement Capital Strategies’s AT&T T Stock Holding History

Retirement Capital Strategies’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 Q3	–	Sell	-7,273	Closed	-$166K	–	67
2020 Q2	$166K	Buy	+7,273	New	+$166K	0.08%	45
2020 Q1	–	Sell	-7,273	Closed	-$215K	–	52
2019 Q4	$215K	Hold	7,273	–	–	0.1%	52
2019 Q3	$208K	Buy	+7,273	New	+$193K	0.1%	50

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

Retirement Capital Strategies's T Position: Q3 2020 in Review

Retirement Capital Strategies sold out of AT&T (T) in Q3 2020, closing a stake of 7,273 shares — an estimated $166K sold.

Retirement Capital Strategies first reported a position in T in Q3 2019 and held it in 3 quarters. The position peaked at $215K in Q4 2019. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Retirement Capital Strategies reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
Retirement Capital Strategies sold 7,273 AT&T shares in Q3 2020, an estimated $166K.
Retirement Capital Strategies first reported a position in AT&T in Q3 2019 and held it in 3 quarters.
Retirement Capital Strategies's AT&T position peaked at $215K in Q4 2019.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Retirement Capital Strategies's 13F filing for Q3 2020, filed 13 Nov 2020.