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Scholtz & Company’s AT&T T Stock Holding History

Scholtz & Company’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
2017
Q2 		– Sell
-73,125
Closed -$2.29M – 53
2017
Q1 		$2.29M Sell
73,125
-67,431
-48% -$2.12M 1.95% 23
2016
Q4 		$4.51M Buy
140,556
+43,754
+45% +$1.29M 3.92% 6
2016
Q3 		$2.97M Sell
96,802
-17,247
-15% -$545K 3.07% 19
2016
Q2 		$3.72M Sell
114,049
-44,288
-28% -$1.32M 3.83% 12
2016
Q1 		$4.68M Buy
+158,337
New +$4.39M 4.68% 2
2014
Q4 		– Sell
-9,077
Closed -$242K – 66
2014
Q3 		$242K Sell
9,077
-1,912
-17% -$50.9K 0.24% 55
2014
Q2 		$293K Hold
10,989
– – 0.28% 64
2014
Q1 		$291K Buy
+10,989
New +$276K 0.31% 63

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Scholtz & Company's T Position: Q2 2017 in Review

Scholtz & Company sold out of AT&T (T) in Q2 2017, closing a stake of 73,125 shares — an estimated $2.29M sold.

Scholtz & Company first reported a position in T in Q1 2014 and held it in 8 quarters. The position peaked at $4.68M in Q1 2016. 1,981 funds tracked by Wall St. Rank hold T as of Q2 2017.

  • Scholtz & Company reported no remaining AT&T position as of Q2 2017 after selling out during the quarter.
  • Scholtz & Company sold 73,125 AT&T shares in Q2 2017, an estimated $2.29M.
  • Scholtz & Company first reported a position in AT&T in Q1 2014 and held it in 8 quarters.
  • Scholtz & Company's AT&T position peaked at $4.68M in Q1 2016.
  • 1,981 funds tracked by Wall St. Rank held AT&T as of Q2 2017.

Based on Scholtz & Company's 13F filing for Q2 2017, filed 14 Aug 2017.