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Welch Investments’s AT&T T Stock Holding History

Welch Investments’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
Q4 		$4.74M Buy
161,562
+7,222
+5% +$197K 3.01% 23
2017
Q3 		$4.57M Buy
154,340
+9,700
+7% +$275K 3.15% 17
2017
Q2 		$4.12M Buy
144,640
+12,301
+9% +$363K 3.06% 24
2017
Q1 		$4.15M Buy
132,339
+7,851
+6% +$247K 3.29% 10
2016
Q4 		$4M Buy
+124,488
New +$3.67M 3.5% 4

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Welch Investments's T Position: Q4 2017 in Review

Welch Investments increased its AT&T (T) stake by 4.7% in Q4 2017, buying an estimated $197K and bringing the position to 161,562 shares worth $4.74M. The position accounts for 3.01% of the portfolio, ranked #23.

Welch Investments first reported a position in T in Q4 2016 and has held it in 5 quarters since. 2,172 funds tracked by Wall St. Rank hold T as of Q4 2017.

  • Welch Investments held 161,562 shares of AT&T worth $4.74M as of Q4 2017.
  • Welch Investments bought 7,222 AT&T shares in Q4 2017, an estimated $197K.
  • AT&T made up 3.01% of Welch Investments's portfolio in Q4 2017, its #23 holding.
  • Welch Investments first reported a position in AT&T in Q4 2016 and has held it in 5 quarters since.
  • 2,172 funds tracked by Wall St. Rank held AT&T as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.