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Retirement Design & Management’s AT&T T Stock Holding History

Retirement Design & Management’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
2016
Q3 		– Sell
-15,818
Closed -$516K – 57
2016
Q2 		$516K Buy
15,818
+833
+6% +$24.8K 0.32% 50
2016
Q1 		$443K Sell
14,985
-265
-2% -$7.34K 0.32% 51
2015
Q4 		$396K Buy
15,250
+265
+2% +$6.72K 0.22% 57
2015
Q3 		$369K Buy
14,985
+1,865
+14% +$47.6K 0.38% 48
2015
Q2 		$352K Hold
13,120
– – 0.3% 55
2015
Q1 		$324K Sell
13,120
-1,125
-8% -$28.6K 0.28% 55
2014
Q4 		$361K Buy
+14,245
New +$370K 0.27% 56

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Design & Management's T Position: Q3 2016 in Review

Retirement Design & Management sold out of AT&T (T) in Q3 2016, closing a stake of 15,818 shares — an estimated $516K sold.

Retirement Design & Management first reported a position in T in Q4 2014 and held it in 7 quarters. The position peaked at $516K in Q2 2016. 1,918 funds tracked by Wall St. Rank hold T as of Q3 2016.

  • Retirement Design & Management reported no remaining AT&T position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 15,818 AT&T shares in Q3 2016, an estimated $516K.
  • Retirement Design & Management first reported a position in AT&T in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's AT&T position peaked at $516K in Q2 2016.
  • 1,918 funds tracked by Wall St. Rank held AT&T as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.