Taylor Wealth Management Partners’s AT&T T Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-1,946	Closed	-$42K	–	107
2018 Q4	$42K	Sell	1,946 -265	-12%	-$6.17K	0.02%	61
2018 Q3	$56K	Buy	2,211 +424	+24%	+$10.4K	0.02%	71
2018 Q2	$43K	Hold	1,787	–	–	0.02%	78
2018 Q1	$48K	Sell	1,787 -927	-34%	-$25.8K	0.02%	71
2017 Q4	$80K	Sell	2,714 -662	-20%	-$18.1K	0.03%	89
2017 Q3	$100K	Hold	3,376	–	–	0.04%	81
2017 Q2	$96K	Hold	3,376	–	–	0.04%	80
2017 Q1	$106K	Buy	3,376 +14	+0.4%	+$441	0.05%	78
2016 Q4	$108K	Hold	3,362	–	–	0.05%	73
2016 Q3	$103K	Hold	3,362	–	–	0.05%	71
2016 Q2	$110K	Buy	3,362 +927	+38%	+$27.6K	0.04%	65
2016 Q1	$72K	Buy	2,435 +1,986	+442%	+$55K	0.03%	72
2015 Q4	$12K	Hold	449	–	–	0.01%	108
2015 Q3	$11K	Buy	449 +250	+126%	+$6.38K	0.01%	118
2015 Q2	$5K	Sell	199 -1,005	-83%	-$26K	﹤0.01%	167
2015 Q1	$30K	Buy	+1,204	New	+$30.6K	0.01%	96

Other funds holding T

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

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

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

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

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