Truvvo Partners’s AT&T T Stock Holding History

Truvvo 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
2016 Q2	–	Sell	-25,435	Closed	-$752K	–	147
2016 Q1	$752K	Buy	+25,435	New	+$704K	0.34%	51

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Truvvo Partners's T Position: Q2 2016 in Review

Truvvo Partners sold out of AT&T (T) in Q2 2016, closing a stake of 25,435 shares — an estimated $752K sold.

Truvvo Partners first reported a position in T in Q1 2016 and held it in 1 quarter. The position peaked at $752K in Q1 2016. 1,936 funds tracked by Wall St. Rank hold T as of Q2 2016.

Truvvo Partners reported no remaining AT&T position as of Q2 2016 after selling out during the quarter.
Truvvo Partners sold 25,435 AT&T shares in Q2 2016, an estimated $752K.
Truvvo Partners first reported a position in AT&T in Q1 2016 and held it in 1 quarter.
Truvvo Partners's AT&T position peaked at $752K in Q1 2016.
1,936 funds tracked by Wall St. Rank held AT&T as of Q2 2016.

Based on Truvvo Partners's 13F filing for Q2 2016, filed 9 Aug 2016.