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Stonehearth Capital Management’s AT&T T Stock Holding History

Stonehearth Capital Management’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
Q3 		– Sell
-8,393
Closed -$239K – 36
2017
Q2 		$239K Sell
8,393
-860
-9% -$25.4K 0.19% 29
2017
Q1 		$290K Hold
9,253
– – 0.23% 29
2016
Q4 		$297K Hold
9,253
– – 0.23% 30
2016
Q3 		$284K Sell
9,253
-68
-0.7% -$2.15K 0.22% 29
2016
Q2 		$304K Sell
9,321
-11,139
-54% -$331K 0.24% 27
2016
Q1 		$605K Buy
20,460
+1,296
+7% +$35.9K 0.53% 26
2015
Q4 		$498K Sell
19,164
-2,297
-11% -$58.3K 0.33% 32
2015
Q3 		$528K Buy
21,461
+584
+3% +$14.9K 0.38% 34
2015
Q2 		$560K Sell
20,877
-176
-0.8% -$4.55K 0.39% 28
2015
Q1 		$519K Buy
21,053
+176
+0.8% +$4.47K 0.33% 28
2014
Q4 		$530K Buy
+20,877
New +$542K 0.39% 29

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Stonehearth Capital Management's T Position: Q3 2017 in Review

Stonehearth Capital Management sold out of AT&T (T) in Q3 2017, closing a stake of 8,393 shares — an estimated $239K sold.

Stonehearth Capital Management first reported a position in T in Q4 2014 and held it in 11 quarters. The position peaked at $605K in Q1 2016. 1,977 funds tracked by Wall St. Rank hold T as of Q3 2017.

  • Stonehearth Capital Management reported no remaining AT&T position as of Q3 2017 after selling out during the quarter.
  • Stonehearth Capital Management sold 8,393 AT&T shares in Q3 2017, an estimated $239K.
  • Stonehearth Capital Management first reported a position in AT&T in Q4 2014 and held it in 11 quarters.
  • Stonehearth Capital Management's AT&T position peaked at $605K in Q1 2016.
  • 1,977 funds tracked by Wall St. Rank held AT&T as of Q3 2017.

Based on Stonehearth Capital Management's 13F filing for Q3 2017, filed 13 Oct 2017.