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Wealthfront’s AT&T T Stock Holding History

Wealthfront’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
2018
Q3 		$5.99M Sell
236,022
-16,788
-7% -$411K 0.06% 51
2018
Q2 		$6.13M Sell
252,810
-3,943
-2% -$99K 0.06% 50
2018
Q1 		$6.91M Buy
256,753
+24,550
+11% +$683K 0.07% 46
2017
Q4 		$6.82M Sell
232,203
-42,260
-15% -$1.15M 0.08% 42
2017
Q3 		$8.12M Sell
274,463
-662
-0.2% -$18.8K 0.1% 36
2017
Q2 		$7.84M Sell
275,125
-24,630
-8% -$726K 0.12% 33
2017
Q1 		$9.41M Buy
299,755
+22,132
+8% +$696K 0.17% 27
2016
Q4 		$8.92M Sell
277,623
-2,815
-1% -$83.1K 0.2% 25
2016
Q3 		$8.6M Buy
280,438
+254
+0.1% +$8.03K 0.2% 26
2016
Q2 		$9.14M Buy
280,184
+12,480
+5% +$371K 0.25% 24
2016
Q1 		$7.92M Buy
267,704
+145,952
+120% +$4.04M 0.25% 26
2015
Q4 		$3.16M Buy
121,752
+20,788
+21% +$527K 0.11% 36
2015
Q3 		$2.48M Buy
100,964
+33,509
+50% +$854K 0.1% 38
2015
Q2 		$1.81M Buy
67,455
+47,375
+236% +$1.22M 0.07% 35
2015
Q1 		$495K Buy
20,080
+7,528
+60% +$191K 0.02% 87
2014
Q4 		$318K Sell
12,552
-16,756
-57% -$435K 0.02% 117
2014
Q3 		$780K Buy
29,308
+7,761
+36% +$206K 0.05% 43
2014
Q2 		$583K Buy
21,547
+12,478
+138% +$334K 0.05% 33
2014
Q1 		$240K Buy
+9,069
New +$228K 0.03% 45

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthfront's T Position: Q3 2018 in Review

Wealthfront reduced its AT&T (T) stake by 6.6% in Q3 2018, selling an estimated $411K and leaving 236,022 shares worth $5.99M. The position accounts for 0.06% of the portfolio, ranked #51.

Wealthfront first reported a position in T in Q1 2014 and has held it in 19 quarters since. The position peaked at $9.41M in Q1 2017. 2,245 funds tracked by Wall St. Rank hold T as of Q3 2018.

  • Wealthfront held 236,022 shares of AT&T worth $5.99M as of Q3 2018.
  • Wealthfront sold 16,788 AT&T shares in Q3 2018, an estimated $411K.
  • AT&T made up 0.06% of Wealthfront's portfolio in Q3 2018, its #51 holding.
  • Wealthfront first reported a position in AT&T in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's AT&T position peaked at $9.41M in Q1 2017.
  • 2,245 funds tracked by Wall St. Rank held AT&T as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.