Staton Financial Advisors’s AT&T T Stock Holding History

Staton Financial 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
2017 Q2	$3.96M	Buy	139,133 +770	+0.6%	+$22.7K	3.37%	13
2017 Q1	$4.34M	Buy	138,363 +1,416	+1%	+$44.6K	3.73%	6
2016 Q4	$4.4M	Sell	136,947 -9,335	-6%	-$275K	3.97%	5
2016 Q3	$4.49M	Sell	146,282 -15,401	-10%	-$487K	4.11%	4
2016 Q2	$5.28M	Sell	161,683 -7,744	-5%	-$230K	4.83%	2
2016 Q1	$5.01M	Sell	169,427 -4,862	-3%	-$135K	4.8%	5
2015 Q4	$4.53M	Buy	174,289 +391	+0.2%	+$9.92K	4.63%	7
2015 Q3	$4.28M	Sell	173,898 -756	-0.4%	-$19.3K	4.54%	8
2015 Q2	$4.69M	Buy	174,654 +1,255	+0.7%	+$32.4K	4.45%	7
2015 Q1	$4.28M	Buy	+173,399	New	+$4.41M	3.91%	12

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Staton Financial Advisors's T Position: Q2 2017 in Review

Staton Financial Advisors increased its AT&T (T) stake by 0.56% in Q2 2017, buying an estimated $22.7K and bringing the position to 139,133 shares worth $3.96M. The position accounts for 3.37% of the portfolio, ranked #13.

Staton Financial Advisors first reported a position in T in Q1 2015 and has held it in 10 quarters since. The position peaked at $5.28M in Q2 2016. 1,981 funds tracked by Wall St. Rank hold T as of Q2 2017.

Staton Financial Advisors held 139,133 shares of AT&T worth $3.96M as of Q2 2017.
Staton Financial Advisors bought 770 AT&T shares in Q2 2017, an estimated $22.7K.
AT&T made up 3.37% of Staton Financial Advisors's portfolio in Q2 2017, its #13 holding.
Staton Financial Advisors first reported a position in AT&T in Q1 2015 and has held it in 10 quarters since.
Staton Financial Advisors's AT&T position peaked at $5.28M in Q2 2016.
1,981 funds tracked by Wall St. Rank held AT&T as of Q2 2017.

Based on Staton Financial Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.