Vision Capital Management’s AT&T T Stock Holding History

Vision Capital 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
2020 Q1	–	Sell	-9,590	Closed	-$283K	–	99
2019 Q4	$283K	Buy	+9,590	New	+$277K	0.07%	83
2018 Q4	–	Sell	-8,377	Closed	-$212K	–	84
2018 Q3	$212K	Sell	8,377 -191	-2%	-$4.68K	0.06%	78
2018 Q2	$208K	Sell	8,568 -3,917	-31%	-$98.3K	0.06%	76
2018 Q1	$336K	Sell	12,485 -3,445	-22%	-$95.9K	0.1%	74
2017 Q4	$468K	Sell	15,930 -680	-4%	-$18.6K	0.14%	69
2017 Q3	$491K	Buy	16,610 +4	+0%	+$114	0.16%	68
2017 Q2	$473K	Sell	16,606 -172	-1%	-$5.07K	0.16%	65
2017 Q1	$527K	Buy	16,778 +374	+2%	+$11.8K	0.19%	61
2016 Q4	$527K	Hold	16,404	–	–	0.21%	61
2016 Q3	$503K	Sell	16,404 -16,098	-50%	-$509K	0.21%	60
2016 Q2	$1.06M	Buy	32,502 +22,387	+221%	+$666K	0.45%	53
2016 Q1	$299K	Buy	10,115 +1,324	+15%	+$36.7K	0.07%	64
2015 Q4	$228K	Sell	8,791 -403	-4%	-$10.2K	0.05%	72
2015 Q3	$226K	Buy	+9,194	New	+$234K	0.05%	62

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return