Sharkey, Howes & Javer’s AT&T T Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-4,623	Closed	-$117K	–	157
2019 Q2	$117K	Buy	4,623 +662	+17%	+$15.9K	0.05%	76
2019 Q1	$94K	Sell	3,961 -1,025	-21%	-$23.6K	0.04%	87
2018 Q4	$107K	Hold	4,986	–	–	0.07%	74
2018 Q3	$126K	Hold	4,986	–	–	0.07%	74
2018 Q2	$121K	Hold	4,986	–	–	0.07%	62
2018 Q1	$134K	Hold	4,986	–	–	0.08%	48
2017 Q4	$146K	Sell	4,986 -1,059	-18%	-$28.9K	0.09%	41
2017 Q3	$176K	Sell	6,045 -795	-12%	-$22.6K	0.09%	43
2017 Q2	$195K	Buy	6,840 +567	+9%	+$16.7K	0.11%	36
2017 Q1	$197K	Hold	6,273	–	–	0.1%	36
2016 Q4	$202K	Hold	6,273	–	–	0.12%	35
2016 Q3	$192K	Sell	6,273 -203	-3%	-$6.42K	0.12%	36
2016 Q2	$211K	Hold	6,476	–	–	0.13%	35
2016 Q1	$192K	Hold	6,476	–	–	0.14%	36
2015 Q4	$168K	Sell	6,476 -1,451	-18%	-$36.8K	0.12%	43
2015 Q3	$196K	Buy	7,927 +1,646	+26%	+$42K	0.15%	36
2015 Q2	$169K	Sell	6,281 -1,580	-20%	-$40.8K	0.13%	32
2015 Q1	$194K	Buy	+7,861	New	+$200K	0.12%	41

Other funds holding T

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return