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Westbourne Investment Advisors’s AT&T T Stock Holding History

Westbourne Investment Advisors’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
Q4 		– Sell
-3,039
Closed -$77K – 146
2018
Q3 		$77K Buy
+3,039
New +$74.4K 0.06% 134
2016
Q3 		– Sell
-4,753
Closed -$155K – 128
2016
Q2 		$155K Buy
+4,753
New +$141K 0.14% 109

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westbourne Investment Advisors's T Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of AT&T (T) in Q4 2018, closing a stake of 3,039 shares — an estimated $77K sold.

Westbourne Investment Advisors first reported a position in T in Q2 2016 and held it in 2 quarters. The position peaked at $155K in Q2 2016. 2,329 funds tracked by Wall St. Rank hold T as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining AT&T position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,039 AT&T shares in Q4 2018, an estimated $77K.
  • Westbourne Investment Advisors first reported a position in AT&T in Q2 2016 and held it in 2 quarters.
  • Westbourne Investment Advisors's AT&T position peaked at $155K in Q2 2016.
  • 2,329 funds tracked by Wall St. Rank held AT&T as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.