Rowland Carmichael Advisors’s AT&T T Stock Holding History

Rowland Carmichael Advisors’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	-10,456	Closed	-$239K	–	370
2020 Q2	$239K	Sell	10,456 -458	-4%	-$10.4K	0.1%	228
2020 Q1	$240K	Sell	10,914 -1,013	-8%	-$27.7K	0.12%	205
2019 Q4	$352K	Sell	11,927 -1,410	-11%	-$40.7K	0.12%	199
2019 Q3	$381K	Buy	13,337 +1,275	+11%	+$33.8K	0.13%	184
2019 Q2	$305K	Buy	12,062 +2,059	+21%	+$49.4K	0.11%	203
2019 Q1	$237K	Buy	+10,003	New	+$230K	0.09%	225
2017 Q4	–	Sell	-6,951	Closed	-$206K	–	329
2017 Q3	$206K	Buy	+6,951	New	+$197K	0.11%	225
2017 Q1	–	Sell	-6,543	Closed	-$210K	–	314
2016 Q4	$210K	Sell	6,543 -29,057	-82%	-$857K	0.12%	221
2016 Q3	$1.09M	Sell	35,600 -749	-2%	-$23.7K	0.7%	39
2016 Q2	$1.19M	Buy	36,349 +7,222	+25%	+$215K	0.75%	29
2016 Q1	$862K	Buy	+29,127	New	+$807K	0.8%	36

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

Rowland Carmichael Advisors's T Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of AT&T (T) in Q3 2020, closing a stake of 10,456 shares — an estimated $239K sold.

Rowland Carmichael Advisors first reported a position in T in Q1 2016 and held it in 11 quarters. The position peaked at $1.19M in Q2 2016. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Rowland Carmichael Advisors reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 10,456 AT&T shares in Q3 2020, an estimated $239K.
Rowland Carmichael Advisors first reported a position in AT&T in Q1 2016 and held it in 11 quarters.
Rowland Carmichael Advisors's AT&T position peaked at $1.19M in Q2 2016.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.