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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM