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Smith & Howard Wealth Management’s AT&T T Stock Holding History

Smith & Howard Wealth Management’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
Q1 		– Sell
-12,358
Closed -$266K – 63
2018
Q4 		$266K Buy
+12,358
New +$288K 0.15% 42
2018
Q1 		– Sell
-8,786
Closed -$258K – 46
2017
Q4 		$258K Sell
8,786
-470
-5% -$12.8K 0.12% 37
2017
Q3 		$274K Buy
9,256
+167
+2% +$4.74K 0.13% 37
2017
Q2 		$259K Buy
9,089
+374
+4% +$11K 0.12% 43
2017
Q1 		$273K Sell
8,715
-823
-9% -$25.9K 0.13% 38
2016
Q4 		$306K Buy
9,538
+146
+2% +$4.31K 0.16% 36
2016
Q3 		$288K Sell
9,392
-1,162
-11% -$36.7K 0.15% 34
2016
Q2 		$344K Sell
10,554
-329
-3% -$9.79K 0.17% 33
2016
Q1 		$322K Buy
10,883
+87
+0.8% +$2.41K 0.13% 45
2015
Q4 		$281K Buy
10,796
+1,140
+12% +$28.9K 0.14% 47
2015
Q3 		$238K Buy
+9,656
New +$246K 0.11% 43
2015
Q1 		– Sell
-12,193
Closed -$309K – 86
2014
Q4 		$309K Buy
12,193
+294
+2% +$7.63K 0.15% 36
2014
Q3 		$317K Buy
11,899
+789
+7% +$21K 0.16% 31
2014
Q2 		$297K Buy
+11,110
New +$298K 0.15% 29
2014
Q1 		– Sell
-10,118
Closed -$269K – 193
2013
Q4 		$269K Buy
10,118
+620
+7% +$16.3K 0.15% 29
2013
Q3 		$243K Sell
9,498
-1,948
-17% -$51.1K 0.14% 31
2013
Q2 		$306K Buy
+11,446
New +$318K 0.2% 27

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith & Howard Wealth Management's T Position: Q1 2019 in Review

Smith & Howard Wealth Management sold out of AT&T (T) in Q1 2019, closing a stake of 12,358 shares — an estimated $266K sold.

Smith & Howard Wealth Management first reported a position in T in Q2 2013 and held it in 17 quarters. The position peaked at $344K in Q2 2016. 2,315 funds tracked by Wall St. Rank hold T as of Q1 2019.

  • Smith & Howard Wealth Management reported no remaining AT&T position as of Q1 2019 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 12,358 AT&T shares in Q1 2019, an estimated $266K.
  • Smith & Howard Wealth Management first reported a position in AT&T in Q2 2013 and held it in 17 quarters.
  • Smith & Howard Wealth Management's AT&T position peaked at $344K in Q2 2016.
  • 2,315 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.