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Saddle Road Partners’s AT&T T Stock Holding History

Saddle Road Partners’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
Q4 		$1.36M Sell
42,409
-11,913
-22% -$352K 0.69% 34
2016
Q3 		$1.67M Hold
54,322
– – 0.95% 27
2016
Q2 		$1.77M Hold
54,322
– – 1.06% 27
2016
Q1 		$1.61M Buy
54,322
+4,318
+9% +$120K 1.02% 30
2015
Q4 		$1.3M Buy
+50,004
New +$1.27M 0.89% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Saddle Road Partners's T Position: Q4 2016 in Review

Saddle Road Partners reduced its AT&T (T) stake by 22% in Q4 2016, selling an estimated $352K and leaving 42,409 shares worth $1.36M. The position accounts for 0.69% of the portfolio, ranked #34.

Saddle Road Partners first reported a position in T in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.77M in Q2 2016. 1,991 funds tracked by Wall St. Rank hold T as of Q4 2016.

  • Saddle Road Partners held 42,409 shares of AT&T worth $1.36M as of Q4 2016.
  • Saddle Road Partners sold 11,913 AT&T shares in Q4 2016, an estimated $352K.
  • AT&T made up 0.69% of Saddle Road Partners's portfolio in Q4 2016, its #34 holding.
  • Saddle Road Partners first reported a position in AT&T in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's AT&T position peaked at $1.77M in Q2 2016.
  • 1,991 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.