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Winifred I. Li’s AT&T T Stock Holding History

Winifred I. Li’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
2014
Q4 		$70K Sell
2,761
-675
-20% -$17.5K 0.07% 239
2014
Q3 		$91K Sell
3,436
-5,783
-63% -$154K 0.09% 202
2014
Q2 		$246K Sell
9,219
-367
-4% -$9.83K 0.21% 117
2014
Q1 		$254K Sell
9,586
-2,510
-21% -$63K 0.22% 114
2013
Q4 		$321K Sell
12,096
-1,923
-14% -$50.6K 0.28% 103
2013
Q3 		$358K Sell
14,019
-1,819
-11% -$47.8K 0.33% 98
2013
Q2 		$423K Buy
+15,838
New +$440K 0.39% 88

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Winifred I. Li's T Position: Q4 2014 in Review

Winifred I. Li reduced its AT&T (T) stake by 20% in Q4 2014, selling an estimated $17.5K and leaving 2,761 shares worth $70K. The position accounts for 0.07% of the portfolio, ranked #239.

Winifred I. Li first reported a position in T in Q2 2013 and has held it in 7 quarters since. The position peaked at $423K in Q2 2013. 1,709 funds tracked by Wall St. Rank hold T as of Q4 2014.

  • Winifred I. Li held 2,761 shares of AT&T worth $70K as of Q4 2014.
  • Winifred I. Li sold 675 AT&T shares in Q4 2014, an estimated $17.5K.
  • AT&T made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #239 holding.
  • Winifred I. Li first reported a position in AT&T in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's AT&T position peaked at $423K in Q2 2013.
  • 1,709 funds tracked by Wall St. Rank held AT&T as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.