Vector Wealth Management’s AT&T T Stock Holding History

Vector Wealth 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	$461K	Buy	14,348 +694	+5%	+$20.5K	0.32%	42
2016 Q3	$419K	Buy	13,654 +1,267	+10%	+$40K	0.29%	45
2016 Q2	$404K	Sell	12,387 -2	-0%	-$60	0.28%	47
2016 Q1	$366K	Sell	12,389 -2,852	-19%	-$79K	0.27%	44
2015 Q4	$396K	Hold	15,241	–	–	0.31%	38
2015 Q3	$388K	Buy	15,241 +1,360	+10%	+$34.7K	0.31%	42
2015 Q2	$372K	Buy	13,881 +16	+0.1%	+$413	0.29%	42
2015 Q1	$342K	Buy	13,865 +1,889	+16%	+$48K	0.28%	43
2014 Q4	$304K	Sell	11,976 -4,070	-25%	-$106K	0.23%	47
2014 Q3	$427K	Buy	16,046 +1,539	+11%	+$40.9K	0.31%	28
2014 Q2	$387K	Sell	14,507 -551	-4%	-$14.8K	0.28%	32
2014 Q1	$399K	Sell	15,058 -93	-0.6%	-$2.33K	0.29%	29
2013 Q4	$403K	Buy	15,151 +14	+0.1%	+$368	0.28%	28
2013 Q3	$386K	Sell	15,137 -1,037	-6%	-$27.2K	0.28%	34
2013 Q2	$433K	Buy	+16,174	New	+$449K	0.32%	29

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

Vector Wealth Management's T Position: Q4 2016 in Review

Vector Wealth Management increased its AT&T (T) stake by 5.1% in Q4 2016, buying an estimated $20.5K and bringing the position to 14,348 shares worth $461K. The position accounts for 0.32% of the portfolio, ranked #42.

Vector Wealth Management first reported a position in T in Q2 2013 and has held it in 15 quarters since. 1,991 funds tracked by Wall St. Rank hold T as of Q4 2016.

Vector Wealth Management held 14,348 shares of AT&T worth $461K as of Q4 2016.
Vector Wealth Management bought 694 AT&T shares in Q4 2016, an estimated $20.5K.
AT&T made up 0.32% of Vector Wealth Management's portfolio in Q4 2016, its #42 holding.
Vector Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 15 quarters since.
1,991 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.