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Rocky Mountain Private Wealth Management’s AT&T T Stock Holding History

Rocky Mountain Private Wealth 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 		$4K Hold
150
– – 2.94% 11
2016
Q2 		$4K Hold
150
– – 2.56% 12
2016
Q1 		$4K Hold
150
– – 2.61% 12
2015
Q4 		$3K Buy
+150
New +$3.81K 2.01% 17

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

Rocky Mountain Private Wealth Management's T Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its AT&T (T) position steady in Q3 2016 at 150 shares worth $4K. The position accounts for 2.94% of the portfolio, ranked #11.

Rocky Mountain Private Wealth Management first reported a position in T in Q4 2015 and has held it in 4 quarters since. 1,918 funds tracked by Wall St. Rank hold T as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 150 shares of AT&T worth $4K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its AT&T share count unchanged in Q3 2016.
  • AT&T made up 2.94% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #11 holding.
  • Rocky Mountain Private Wealth Management first reported a position in AT&T in Q4 2015 and has held it in 4 quarters since.
  • 1,918 funds tracked by Wall St. Rank held AT&T as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.