Shine Investment Advisory Services’s AT&T T Stock Holding History

Shine Investment Advisory Services’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	$93K	Buy	4,340 +506	+13%	+$11.3K	0.03%	204
2020 Q2	$88K	Buy	3,834 +435	+13%	+$9.91K	0.03%	211
2020 Q1	$75K	Hold	3,399	–	–	0.03%	219
2019 Q4	$100K	Hold	3,399	–	–	0.04%	213
2019 Q3	$97K	Sell	3,399 -167	-5%	-$4.42K	0.05%	187
2019 Q2	$90K	Sell	3,566 -1,588	-31%	-$38.1K	0.04%	204
2019 Q1	$122K	Buy	5,154 +1,588	+45%	+$36.5K	0.06%	154
2018 Q4	$77K	Hold	3,566	–	–	0.04%	206
2018 Q3	$90K	Hold	3,566	–	–	0.05%	203
2018 Q2	$86K	Buy	3,566 +2,554	+252%	+$64.1K	0.04%	205
2018 Q1	$27K	Sell	1,012 -10	-1%	-$278	0.01%	415
2017 Q4	$30K	Sell	1,022 -348	-25%	-$9.5K	0.01%	388
2017 Q3	$41K	Hold	1,370	–	–	0.02%	332
2017 Q2	$39K	Buy	+1,370	New	+$40.4K	0.02%	325

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

Shine Investment Advisory Services's T Position: Q3 2020 in Review

Shine Investment Advisory Services increased its AT&T (T) stake by 13% in Q3 2020, buying an estimated $11.3K and bringing the position to 4,340 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #204.

Shine Investment Advisory Services first reported a position in T in Q2 2017 and has held it in 14 quarters since. The position peaked at $122K in Q1 2019. 2,421 funds tracked by Wall St. Rank hold T as of Q3 2020.

Shine Investment Advisory Services held 4,340 shares of AT&T worth $93K as of Q3 2020.
Shine Investment Advisory Services bought 506 AT&T shares in Q3 2020, an estimated $11.3K.
AT&T made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #204 holding.
Shine Investment Advisory Services first reported a position in AT&T in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's AT&T position peaked at $122K in Q1 2019.
2,421 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.