Sunnymeath Asset Management’s AT&T T Stock Holding History

Sunnymeath Asset 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
2016 Q4	$1.87M	Buy	58,183 +20,257	+53%	+$598K	2.63%	3
2016 Q3	$774K	Sell	37,926 -29,161	-43%	-$922K	1.69%	20
2016 Q2	$2.2M	Sell	67,087 -3,674	-5%	-$109K	3.21%	2
2016 Q1	$2.09M	Buy	70,761 +1,873	+3%	+$51.9K	3.19%	2
2015 Q4	$1.79M	Buy	+68,888	New	+$1.75M	2.85%	4

Other funds holding T

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sunnymeath Asset Management's T Position: Q4 2016 in Review

Sunnymeath Asset Management increased its AT&T (T) stake by 53% in Q4 2016, buying an estimated $598K and bringing the position to 58,183 shares worth $1.87M. The position accounts for 2.63% of the portfolio, ranked #3.

Sunnymeath Asset Management first reported a position in T in Q4 2015 and has held it in 5 quarters since. The position peaked at $2.2M in Q2 2016. 1,991 funds tracked by Wall St. Rank hold T as of Q4 2016.

Sunnymeath Asset Management held 58,183 shares of AT&T worth $1.87M as of Q4 2016.
Sunnymeath Asset Management bought 20,257 AT&T shares in Q4 2016, an estimated $598K.
AT&T made up 2.63% of Sunnymeath Asset Management's portfolio in Q4 2016, its #3 holding.
Sunnymeath Asset Management first reported a position in AT&T in Q4 2015 and has held it in 5 quarters since.
Sunnymeath Asset Management's AT&T position peaked at $2.2M in Q2 2016.
1,991 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.