Waddell & Reed Financial’s AT&T T Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-195,147
| Closed | -$5.56M | – | 544 |
|
|
2017
Q2 | $5.56M | Sell |
195,147
-71,986
| -27% | -$2.05M | 0.01% | 476 |
|
|
2017
Q1 | $8.38M | Sell |
267,133
-114,221
| -30% | -$3.58M | 0.02% | 451 |
|
|
2016
Q4 | $12.3M | Sell |
381,354
-152,287
| -29% | -$4.89M | 0.03% | 391 |
|
|
2016
Q3 | $16.4M | Buy |
533,641
+84,947
| +19% | +$2.61M | 0.03% | 341 |
|
|
2016
Q2 | $14.6M | Sell |
448,694
-313,659
| -41% | -$10.2M | 0.03% | 356 |
|
|
2016
Q1 | $22.6M | Sell |
762,353
-1,021,574
| -57% | -$30.2M | 0.04% | 291 |
|
|
2015
Q4 | $46.4M | Buy |
1,783,927
+1,010,867
| +131% | +$26.3M | 0.08% | 216 |
|
|
2015
Q3 | $19M | Buy |
+773,060
| New | +$19M | 0.03% | 314 |
|
|
2013
Q4 | – | Sell |
-299,391
| Closed | -$7.65M | – | 578 |
|
|
2013
Q3 | $7.65M | Sell |
299,391
-15,696
| -5% | -$401K | 0.01% | 441 |
|
|
2013
Q2 | $8.43M | Buy |
+315,087
| New | +$8.43M | 0.02% | 401 |
|