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WFG Advisors’s AT&T T Stock Holding History

WFG 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
2017
Q2 		$4.34M Buy
152,222
+2,558
+2% +$75.4K 0.98% 17
2017
Q1 		$4.7M Sell
149,664
-8,457
-5% -$266K 1.25% 11
2016
Q4 		$5.08M Sell
158,121
-87,441
-36% -$2.58M 1.24% 5
2016
Q3 		$7.53M Sell
245,562
-7,993
-3% -$253K 1.87% 3
2016
Q2 		$8.28M Sell
253,555
-33,399
-12% -$994K 2.21% 2
2016
Q1 		$8.49M Sell
286,954
-10,690
-4% -$296K 2.46% 1
2015
Q4 		$7.74M Buy
297,644
+10,501
+4% +$266K 2.31% 2
2015
Q3 		$7.07M Buy
287,143
+27,082
+10% +$691K 2.21% 2
2015
Q2 		$6.98M Buy
260,061
+10,652
+4% +$275K 1.92% 4
2015
Q1 		$6.15M Sell
249,409
-44,964
-15% -$1.14M 1.72% 4
2014
Q4 		$7.47M Buy
294,373
+22,839
+8% +$593K 1.51% 6
2014
Q3 		$7.23M Buy
271,534
+8,766
+3% +$233K 1.38% 6
2014
Q2 		$7.02M Buy
262,768
+104,701
+66% +$2.8M 1.31% 6
2014
Q1 		$4.19M Sell
158,067
-86,410
-35% -$2.17M 0.84% 13
2013
Q4 		$6.49M Sell
244,477
-6,209
-2% -$163K 0.92% 12
2013
Q3 		$6.4M Buy
250,686
+4,768
+2% +$125K 0.99% 9
2013
Q2 		$6.58M Buy
+245,918
New +$6.83M 1.09% 8

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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

WFG Advisors's T Position: Q2 2017 in Review

WFG Advisors increased its AT&T (T) stake by 1.7% in Q2 2017, buying an estimated $75.4K and bringing the position to 152,222 shares worth $4.34M. The position accounts for 0.98% of the portfolio, ranked #17.

WFG Advisors first reported a position in T in Q2 2013 and has held it in 17 quarters since. The position peaked at $8.49M in Q1 2016. 1,980 funds tracked by Wall St. Rank hold T as of Q2 2017.

  • WFG Advisors held 152,222 shares of AT&T worth $4.34M as of Q2 2017.
  • WFG Advisors bought 2,558 AT&T shares in Q2 2017, an estimated $75.4K.
  • AT&T made up 0.98% of WFG Advisors's portfolio in Q2 2017, its #17 holding.
  • WFG Advisors first reported a position in AT&T in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's AT&T position peaked at $8.49M in Q1 2016.
  • 1,980 funds tracked by Wall St. Rank held AT&T as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.