Waddell & Reed Financial’s AT&T T Stock Holding History

Waddell & Reed Financial’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
2017 Q3	–	Sell	-195,147	Closed	-$5.56M	–	551
2017 Q2	$5.56M	Sell	195,147 -71,986	-27%	-$2.12M	0.01%	478
2017 Q1	$8.38M	Sell	267,133 -114,221	-30%	-$3.59M	0.02%	451
2016 Q4	$12.3M	Sell	381,354 -152,287	-29%	-$4.49M	0.03%	391
2016 Q3	$16.4M	Buy	533,641 +84,947	+19%	+$2.68M	0.03%	341
2016 Q2	$14.6M	Sell	448,694 -313,659	-41%	-$9.33M	0.03%	356
2016 Q1	$22.6M	Sell	762,353 -1,021,574	-57%	-$28.3M	0.04%	291
2015 Q4	$46.4M	Buy	1,783,927 +1,010,867	+131%	+$25.6M	0.08%	216
2015 Q3	$19M	Buy	+773,060	New	+$19.7M	0.03%	314
2013 Q4	–	Sell	-299,391	Closed	-$7.65M	–	578
2013 Q3	$7.65M	Sell	299,391 -15,696	-5%	-$412K	0.01%	441
2013 Q2	$8.43M	Buy	+315,087	New	+$8.75M	0.02%	401

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

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM