Welch Capital Partners’s AT&T T Stock Holding History

Welch Capital Partners’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
2016 Q4	–	Sell	-201,370	Closed	-$6.18M	–	45
2016 Q3	$6.18M	Sell	201,370 -139,075	-41%	-$4.4M	2.01%	26
2016 Q2	$11.1M	Sell	340,445 -162,001	-32%	-$4.82M	4%	7
2016 Q1	$14.9M	Sell	502,446 -91,978	-15%	-$2.55M	5.44%	2
2015 Q4	$15.4M	Buy	594,424 +112,222	+23%	+$2.85M	5.21%	3
2015 Q3	$11.9M	Buy	482,202 +250,502	+108%	+$6.39M	4.03%	13
2015 Q2	$6.22M	Buy	+231,700	New	+$5.99M	1.85%	25

Other funds holding T

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

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

ETC

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Welch Capital Partners's T Position: Q4 2016 in Review

Welch Capital Partners sold out of AT&T (T) in Q4 2016, closing a stake of 201,370 shares — an estimated $6.18M sold.

Welch Capital Partners first reported a position in T in Q2 2015 and held it in 6 quarters. The position peaked at $15.4M in Q4 2015. 1,991 funds tracked by Wall St. Rank hold T as of Q4 2016.

Welch Capital Partners reported no remaining AT&T position as of Q4 2016 after selling out during the quarter.
Welch Capital Partners sold 201,370 AT&T shares in Q4 2016, an estimated $6.18M.
Welch Capital Partners first reported a position in AT&T in Q2 2015 and held it in 6 quarters.
Welch Capital Partners's AT&T position peaked at $15.4M in Q4 2015.
1,991 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Welch Capital Partners's 13F filing for Q4 2016, filed 6 Feb 2017.