Vontobel Swiss Wealth Advisors’s AT&T T Stock Holding History

Vontobel Swiss Wealth Advisors’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	-147,949	Closed	-$4.37M	–	96
2019 Q4	$4.37M	Buy	147,949 +19,909	+16%	+$575K	2.86%	8
2019 Q3	$3.66M	Sell	128,040 -17,329	-12%	-$459K	2.36%	8
2019 Q2	$3.68M	Sell	145,369 -3,461	-2%	-$83K	1.97%	15
2019 Q1	$3.49M	Sell	148,830 -4,728	-3%	-$109K	3.78%	8
2018 Q4	$3.26M	Buy	153,558 +118,412	+337%	+$2.76M	2.43%	11
2018 Q3	$891K	Buy	35,146 +881	+3%	+$21.6K	0.52%	41
2018 Q2	$831K	Buy	34,265 +1,978	+6%	+$49.6K	0.47%	41
2018 Q1	$869K	Buy	32,287 +14,181	+78%	+$395K	0.46%	42
2017 Q4	$532K	Buy	18,106 +6,322	+54%	+$173K	0.31%	47
2017 Q3	$349K	Buy	11,784 +3,575	+44%	+$101K	0.21%	55
2017 Q2	$234K	Buy	+8,209	New	+$242K	0.15%	61
2015 Q1	–	Sell	-1,913	Closed	-$49K	–	99
2014 Q4	$49K	Buy	+1,913	New	+$49.6K	0.04%	51

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Vontobel Swiss Wealth Advisors's T Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of AT&T (T) in Q1 2020, closing a stake of 147,949 shares — an estimated $4.37M sold.

Vontobel Swiss Wealth Advisors first reported a position in T in Q4 2014 and held it in 12 quarters. The position peaked at $4.37M in Q4 2019. 2,488 funds tracked by Wall St. Rank hold T as of Q1 2020.

Vontobel Swiss Wealth Advisors reported no remaining AT&T position as of Q1 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 147,949 AT&T shares in Q1 2020, an estimated $4.37M.
Vontobel Swiss Wealth Advisors first reported a position in AT&T in Q4 2014 and held it in 12 quarters.
Vontobel Swiss Wealth Advisors's AT&T position peaked at $4.37M in Q4 2019.
2,488 funds tracked by Wall St. Rank held AT&T as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.