Squar Milner Financial Services’s AT&T T Stock Holding History

Squar Milner Financial 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	–	Sell	-38,673	Closed	-$883K	–	175
2020 Q2	$883K	Buy	38,673 +4,654	+14%	+$106K	0.5%	49
2020 Q1	$748K	Buy	34,019 +2,467	+8%	+$67.4K	0.45%	38
2019 Q4	$931K	Sell	31,552 -13,159	-29%	-$380K	0.46%	31
2019 Q3	$963K	Buy	44,711 +8,531	+24%	+$226K	0.49%	50
2019 Q2	$916K	Sell	36,180 -3,585	-9%	-$86K	0.62%	28
2019 Q1	$941K	Buy	39,765 +7,196	+22%	+$166K	0.69%	25
2018 Q4	$702K	Buy	32,569 +18,255	+128%	+$425K	0.67%	25
2018 Q3	$363K	Sell	14,314 -8,338	-37%	-$204K	0.33%	76
2018 Q2	$549K	Sell	22,652 -1,580	-7%	-$39.7K	0.48%	46
2018 Q1	$652K	Sell	24,232 -1,926	-7%	-$53.6K	0.82%	32
2017 Q4	$736K	Buy	+26,158	New	+$714K	0.89%	28

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

Squar Milner Financial Services's T Position: Q3 2020 in Review

Squar Milner Financial Services sold out of AT&T (T) in Q3 2020, closing a stake of 38,673 shares — an estimated $883K sold.

Squar Milner Financial Services first reported a position in T in Q4 2017 and held it in 11 quarters. The position peaked at $963K in Q3 2019. 2,421 funds tracked by Wall St. Rank hold T as of Q3 2020.

Squar Milner Financial Services reported no remaining AT&T position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 38,673 AT&T shares in Q3 2020, an estimated $883K.
Squar Milner Financial Services first reported a position in AT&T in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's AT&T position peaked at $963K in Q3 2019.
2,421 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.