Wellesley Investment Partners’s AT&T T Stock Holding History

Wellesley Investment 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
2020 Q3	$607K	Sell	28,209 -4,029	-12%	-$90K	0.21%	50
2020 Q2	$736K	Sell	32,238 -7,121	-18%	-$162K	0.26%	41
2020 Q1	$866K	Buy	39,359 +3,166	+9%	+$86.5K	0.34%	33
2019 Q4	$1.07M	Buy	36,193 +2,567	+8%	+$74.1K	0.33%	34
2019 Q3	$961K	Buy	33,626 +4,699	+16%	+$124K	0.32%	37
2019 Q2	$732K	Buy	+28,927	New	+$694K	0.25%	55
2018 Q4	–	Sell	-10,683	Closed	-$270K	–	131
2018 Q3	$270K	Buy	10,683 +6	+0.1%	+$147	0.09%	113
2018 Q2	$258K	Buy	10,677 +481	+5%	+$12.1K	0.09%	115
2018 Q1	$274K	Buy	10,196 +2,012	+25%	+$56K	0.1%	107
2017 Q4	$240K	Sell	8,184 -1,291	-14%	-$35.3K	0.09%	110
2017 Q3	$280K	Buy	9,475 +314	+3%	+$8.91K	0.11%	100
2017 Q2	$261K	Sell	9,161 -175	-2%	-$5.16K	0.11%	97
2017 Q1	$292K	Buy	9,336 +864	+10%	+$27.2K	0.13%	88
2016 Q4	$272K	Buy	8,472 +1,759	+26%	+$51.9K	0.13%	90
2016 Q3	$205K	Hold	6,713	–	–	0.11%	96
2016 Q2	$219K	Buy	+6,713	New	+$200K	0.12%	91

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wellesley Investment Partners's T Position: Q3 2020 in Review

Wellesley Investment Partners reduced its AT&T (T) stake by 12% in Q3 2020, selling an estimated $90K and leaving 28,209 shares worth $607K. The position accounts for 0.21% of the portfolio, ranked #50.

Wellesley Investment Partners first reported a position in T in Q2 2016 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2019. 2,420 funds tracked by Wall St. Rank hold T as of Q3 2020.

Wellesley Investment Partners held 28,209 shares of AT&T worth $607K as of Q3 2020.
Wellesley Investment Partners sold 4,029 AT&T shares in Q3 2020, an estimated $90K.
AT&T made up 0.21% of Wellesley Investment Partners's portfolio in Q3 2020, its #50 holding.
Wellesley Investment Partners first reported a position in AT&T in Q2 2016 and has held it in 16 quarters since.
Wellesley Investment Partners's AT&T position peaked at $1.07M in Q4 2019.
2,420 funds tracked by Wall St. Rank held AT&T as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.