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Robert N. Shapiro’s AT&T T Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.99M Sell
78,401
-4,748
-6% -$123K 0.4% 73
2014
Q3 		$2.21M Buy
83,149
+809
+1% +$21.5K 0.42% 67
2014
Q2 		$2.2M Sell
82,340
-14,376
-15% -$385K 0.42% 70
2014
Q1 		$2.56M Sell
96,716
-19,411
-17% -$487K 0.47% 56
2013
Q4 		$3.08M Sell
116,127
-2,387
-2% -$62.8K 0.55% 50
2013
Q3 		$3.03M Buy
118,514
+1,680
+1% +$44.1K 0.53% 52
2013
Q2 		$3.12M Buy
+116,834
New +$3.25M 0.66% 39

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Robert N. Shapiro's T Position: Q4 2014 in Review

Robert N. Shapiro reduced its AT&T (T) stake by 5.7% in Q4 2014, selling an estimated $123K and leaving 78,401 shares worth $1.99M. The position accounts for 0.4% of the portfolio, ranked #73.

Robert N. Shapiro first reported a position in T in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.12M in Q2 2013. 1,707 funds tracked by Wall St. Rank hold T as of Q4 2014.

  • Robert N. Shapiro held 78,401 shares of AT&T worth $1.99M as of Q4 2014.
  • Robert N. Shapiro sold 4,748 AT&T shares in Q4 2014, an estimated $123K.
  • AT&T made up 0.4% of Robert N. Shapiro's portfolio in Q4 2014, its #73 holding.
  • Robert N. Shapiro first reported a position in AT&T in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's AT&T position peaked at $3.12M in Q2 2013.
  • 1,707 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.