Stevens First Principles Investment Advisors’s AT&T T Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$4.95M	Buy	195,459 +86	+0%	+$2.06K	2.87%	12
2019 Q1	$4.63M	Buy	195,373 +12,746	+7%	+$293K	2.76%	12
2018 Q4	$3.94M	Sell	182,627 -47,489	-21%	-$1.11M	2.66%	12
2018 Q3	$5.84M	Buy	230,116 +221,793	+2,665%	+$5.43M	3.35%	8
2018 Q2	$202K	Buy	8,323 +2,319	+39%	+$58.2K	0.12%	61
2018 Q1	$162K	Hold	6,004	–	–	0.1%	72
2017 Q4	$176K	Hold	6,004	–	–	0.09%	80
2017 Q3	$178K	Buy	6,004 +5,171	+621%	+$147K	0.1%	80
2017 Q2	$24K	Buy	833 +265	+47%	+$7.81K	0.01%	125
2017 Q1	$18K	Buy	+568	New	+$17.9K	0.01%	126
2016 Q1	–	Sell	-6,620	Closed	-$172K	–	182
2015 Q4	$172K	Hold	6,620	–	–	0.15%	61
2015 Q3	$163K	Buy	+6,620	New	+$169K	0.13%	71
2015 Q1	–	Sell	-444	Closed	-$11K	–	227
2014 Q4	$11K	Hold	444	–	–	0.01%	184
2014 Q3	$12K	Hold	444	–	–	0.01%	195
2014 Q2	$12K	Hold	444	–	–	0.01%	181
2014 Q1	$12K	Buy	+444	New	+$11.1K	0.01%	171

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stevens First Principles Investment Advisors's T Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its AT&T (T) stake by 0.04% in Q2 2019, buying an estimated $2.06K and bringing the position to 195,459 shares worth $4.95M. The position accounts for 2.87% of the portfolio, ranked #12.

Stevens First Principles Investment Advisors first reported a position in T in Q1 2014 and has held it in 16 quarters since. The position peaked at $5.84M in Q3 2018. 2,307 funds tracked by Wall St. Rank hold T as of Q2 2019.

Stevens First Principles Investment Advisors held 195,459 shares of AT&T worth $4.95M as of Q2 2019.
Stevens First Principles Investment Advisors bought 86 AT&T shares in Q2 2019, an estimated $2.06K.
AT&T made up 2.87% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #12 holding.
Stevens First Principles Investment Advisors first reported a position in AT&T in Q1 2014 and has held it in 16 quarters since.
Stevens First Principles Investment Advisors's AT&T position peaked at $5.84M in Q3 2018.
2,307 funds tracked by Wall St. Rank held AT&T as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.