SMA
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Simply Money Advisors’s AT&T T Stock Holding History

Simply Money Advisors’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
2014
Q2 		– Sell
-1,059
Closed -$28K – 41
2014
Q1 		$28K Buy
1,059
+872
+466% +$21.9K ﹤0.01% 32
2013
Q4 		$5K Sell
187
-664
-78% -$17.5K ﹤0.01% 44
2013
Q3 		$22K Sell
851
-4,419
-84% -$116K ﹤0.01% 41
2013
Q2 		$141K Buy
+5,270
New +$146K 0.03% 34

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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Simply Money Advisors's T Position: Q2 2014 in Review

Simply Money Advisors sold out of AT&T (T) in Q2 2014, closing a stake of 1,059 shares — an estimated $28K sold.

Simply Money Advisors first reported a position in T in Q2 2013 and held it in 4 quarters. The position peaked at $141K in Q2 2013. 1,624 funds tracked by Wall St. Rank hold T as of Q2 2014.

  • Simply Money Advisors reported no remaining AT&T position as of Q2 2014 after selling out during the quarter.
  • Simply Money Advisors sold 1,059 AT&T shares in Q2 2014, an estimated $28K.
  • Simply Money Advisors first reported a position in AT&T in Q2 2013 and held it in 4 quarters.
  • Simply Money Advisors's AT&T position peaked at $141K in Q2 2013.
  • 1,624 funds tracked by Wall St. Rank held AT&T as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.