Security National Bank of Sioux City Iowa’s AT&T T Stock Holding History

Security National Bank of Sioux City Iowa’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
2019 Q4	–	Sell	-8,675	Closed	-$248K	–	99
2019 Q3	$248K	Hold	8,675	–	–	0.28%	74
2019 Q2	$219K	Sell	8,675 -134	-2%	-$3.21K	0.26%	78
2019 Q1	$209K	Buy	+8,809	New	+$203K	0.24%	82
2018 Q4	–	Sell	-13,785	Closed	-$349K	–	87
2018 Q3	$349K	Sell	13,785 -4,595	-25%	-$113K	0.31%	70
2018 Q2	$445K	Sell	18,380 -56,321	-75%	-$1.41M	0.42%	65
2018 Q1	$2.01M	Buy	74,701 +4,461	+6%	+$124K	1.89%	15
2017 Q4	$2.06M	Buy	70,240 +16,843	+32%	+$460K	1.87%	15
2017 Q3	$1.58M	Buy	53,397 +29	+0.1%	+$823	1.55%	22
2017 Q2	$1.52M	Sell	53,368 -2,882	-5%	-$85K	1.49%	23
2017 Q1	$1.76M	Sell	56,250 -609	-1%	-$19.2K	1.74%	14
2016 Q4	$1.83M	Sell	56,859 -705	-1%	-$20.8K	1.9%	13
2016 Q3	$1.77M	Sell	57,564 -18,739	-25%	-$592K	1.97%	15
2016 Q2	$2.49M	Buy	76,303 +2,301	+3%	+$68.5K	2.82%	7
2016 Q1	$2.19M	Sell	74,002 -4,519	-6%	-$125K	2.56%	8
2015 Q4	$2.04M	Buy	78,521 +8,883	+13%	+$225K	2.02%	11
2015 Q3	$1.71M	Buy	69,638 +1,333	+2%	+$34K	2.02%	11
2015 Q2	$1.83M	Buy	68,305 +5,868	+9%	+$152K	2%	13
2015 Q1	$1.54M	Buy	62,437 +19,754	+46%	+$502K	1.66%	18
2014 Q4	$1.08M	Sell	42,683 -30,373	-42%	-$788K	1.21%	45
2014 Q3	$1.94M	Sell	73,056 -899	-1%	-$23.9K	2.17%	8
2014 Q2	$1.98M	Sell	73,955 -580	-0.8%	-$15.5K	2.23%	8
2014 Q1	$1.97M	Buy	74,535 +1,364	+2%	+$34.2K	2.31%	8
2013 Q4	$1.94M	Buy	73,171 +8,426	+13%	+$222K	2.36%	6
2013 Q3	$1.65M	Buy	64,745 +6,878	+12%	+$181K	2.4%	6
2013 Q2	$1.55M	Buy	+57,867	New	+$1.61M	2.42%	9

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Security National Bank of Sioux City Iowa's T Position: Q4 2019 in Review

Security National Bank of Sioux City Iowa sold out of AT&T (T) in Q4 2019, closing a stake of 8,675 shares — an estimated $248K sold.

Security National Bank of Sioux City Iowa first reported a position in T in Q2 2013 and held it in 25 quarters. The position peaked at $2.49M in Q2 2016. 2,587 funds tracked by Wall St. Rank hold T as of Q4 2019.

Security National Bank of Sioux City Iowa reported no remaining AT&T position as of Q4 2019 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 8,675 AT&T shares in Q4 2019, an estimated $248K.
Security National Bank of Sioux City Iowa first reported a position in AT&T in Q2 2013 and held it in 25 quarters.
Security National Bank of Sioux City Iowa's AT&T position peaked at $2.49M in Q2 2016.
2,587 funds tracked by Wall St. Rank held AT&T as of Q4 2019.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2019, filed 13 Feb 2020.