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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Taylor Wealth Management Partners's T Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of AT&T (T) in Q1 2019, closing a stake of 1,946 shares — an estimated $42K sold.

Taylor Wealth Management Partners first reported a position in T in Q1 2015 and held it in 16 quarters. The position peaked at $110K in Q2 2016. 2,315 funds tracked by Wall St. Rank hold T as of Q1 2019.

Taylor Wealth Management Partners reported no remaining AT&T position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,946 AT&T shares in Q1 2019, an estimated $42K.
Taylor Wealth Management Partners first reported a position in AT&T in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's AT&T position peaked at $110K in Q2 2016.
2,315 funds tracked by Wall St. Rank held AT&T as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.