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	$23K	Buy	5,296 +3,972	+300%	+$117K	0.01%	913
2017 Q1	$7K	Hold	1,324	–	–	﹤0.01%	1161
2016 Q4	$8K	Buy	+1,324	New	+$39.1K	﹤0.01%	1178

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 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

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

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

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.