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Stifel Trust’s AT&T T Stock Holding History

Stifel Trust’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
2014
Q3 		$814K Buy
30,562
+2,442
+9% +$65K 0.16% 126
2014
Q2 		$752K Sell
28,120
-264
-0.9% -$7.07K 0.14% 127
2014
Q1 		$752K Sell
28,384
-1,192
-4% -$29.9K 0.14% 125
2013
Q4 		$786K Sell
29,576
-598
-2% -$15.7K 0.15% 126
2013
Q3 		$771K Sell
30,174
-6,126
-17% -$161K 0.15% 122
2013
Q2 		$971K Buy
+36,300
New +$1.01M 0.2% 109

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stifel Trust's T Position: Q3 2014 in Review

Stifel Trust increased its AT&T (T) stake by 8.7% in Q3 2014, buying an estimated $65K and bringing the position to 30,562 shares worth $814K. The position accounts for 0.16% of the portfolio, ranked #126.

Stifel Trust first reported a position in T in Q2 2013 and has held it in 6 quarters since. The position peaked at $971K in Q2 2013. 1,604 funds tracked by Wall St. Rank hold T as of Q3 2014.

  • Stifel Trust held 30,562 shares of AT&T worth $814K as of Q3 2014.
  • Stifel Trust bought 2,442 AT&T shares in Q3 2014, an estimated $65K.
  • AT&T made up 0.16% of Stifel Trust's portfolio in Q3 2014, its #126 holding.
  • Stifel Trust first reported a position in AT&T in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's AT&T position peaked at $971K in Q2 2013.
  • 1,604 funds tracked by Wall St. Rank held AT&T as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.