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Wheatland Advisors’s AT&T T Stock Holding History

Wheatland 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
2020
Q2 		$952K Sell
41,697
-1,608
-4% -$36.6K 3.95% 6
2020
Q1 		$953K Sell
43,305
-31,064
-42% -$849K 4.85% 5
2019
Q4 		$2.19M Sell
74,369
-34,598
-32% -$999K 2.8% 6
2019
Q3 		$3.11M Sell
108,967
-30,649
-22% -$812K 2.83% 7
2019
Q2 		$3.53M Sell
139,616
-1,558
-1% -$37.4K 2.67% 8
2019
Q1 		$3.34M Buy
141,174
+10,980
+8% +$253K 2.55% 9
2018
Q4 		$2.81M Buy
130,194
+6,330
+5% +$147K 2.45% 11
2018
Q3 		$3.14M Buy
123,864
+3,240
+3% +$79.4K 2.36% 12
2018
Q2 		$2.94M Buy
120,624
+1,595
+1% +$40K 2.37% 12
2018
Q1 		$3.21M Buy
119,029
+4,243
+4% +$118K 2.65% 9
2017
Q4 		$3.37M Buy
114,786
+5,429
+5% +$148K 2.73% 8
2017
Q3 		$3.23M Buy
109,357
+14,999
+16% +$426K 2.77% 7
2017
Q2 		$2.69M Buy
94,358
+140
+0.1% +$4.13K 2.42% 8
2017
Q1 		$2.96M Sell
94,218
-1,585
-2% -$49.9K 2.64% 8
2016
Q4 		$3.08M Sell
95,803
-723
-0.7% -$21.3K 2.73% 8
2016
Q3 		$2.96M Buy
96,526
+5
+0% +$158 2.79% 7
2016
Q2 		$3.15M Buy
96,521
+932
+1% +$27.7K 3.03% 6
2016
Q1 		$2.83M Buy
95,589
+7
+0% +$194 2.89% 5
2015
Q4 		$2.48M Sell
95,582
-2,385
-2% -$60.5K 2.54% 9
2015
Q3 		$2.41M Sell
97,967
-1,185
-1% -$30.2K 2.62% 9
2015
Q2 		$2.66M Buy
99,152
+3,322
+3% +$85.9K 2.55% 10
2015
Q1 		$2.36M Sell
95,830
-61
-0.1% -$1.55K 2.35% 13
2014
Q4 		$2.43M Sell
95,891
-61
-0.1% -$1.58K 2.37% 12
2014
Q3 		$2.55M Buy
95,952
+668
+0.7% +$17.8K 2.55% 8
2014
Q2 		$2.54M Sell
95,284
-260
-0.3% -$6.96K 2.31% 12
2014
Q1 		$2.53M Buy
95,544
+3,840
+4% +$96.4K 2.58% 8
2013
Q4 		$2.44M Buy
+91,704
New +$2.41M 2.55% 11

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wheatland Advisors's T Position: Q2 2020 in Review

Wheatland Advisors reduced its AT&T (T) stake by 3.7% in Q2 2020, selling an estimated $36.6K and leaving 41,697 shares worth $952K. The position accounts for 3.95% of the portfolio, ranked #6.

Wheatland Advisors first reported a position in T in Q4 2013 and has held it in 27 quarters since. The position peaked at $3.53M in Q2 2019. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

  • Wheatland Advisors held 41,697 shares of AT&T worth $952K as of Q2 2020.
  • Wheatland Advisors sold 1,608 AT&T shares in Q2 2020, an estimated $36.6K.
  • AT&T made up 3.95% of Wheatland Advisors's portfolio in Q2 2020, its #6 holding.
  • Wheatland Advisors first reported a position in AT&T in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's AT&T position peaked at $3.53M in Q2 2019.
  • 2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.