Wunderlich Capital Managemnt’s AT&T T Stock Holding History

Wunderlich Capital Managemnt’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	–	Sell	-57,609	Closed	-$1.27M	–	81
2020 Q1	$1.27M	Sell	57,609 -990	-2%	-$27K	1.04%	45
2019 Q4	$1.73M	Sell	58,599 -474	-0.8%	-$13.7K	1.09%	50
2019 Q3	$1.69M	Sell	59,073 -7	-0%	-$185	1.16%	45
2019 Q2	$1.5M	Buy	59,080 +1,931	+3%	+$46.3K	0.99%	56
2019 Q1	$1.35M	Buy	57,149 +1,260	+2%	+$29K	0.94%	60
2018 Q4	$1.21M	Buy	55,889 +3,472	+7%	+$80.8K	0.93%	59
2018 Q3	$1.33M	Buy	+52,417	New	+$1.28M	0.94%	60

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wunderlich Capital Managemnt's T Position: Q2 2020 in Review

Wunderlich Capital Managemnt sold out of AT&T (T) in Q2 2020, closing a stake of 57,609 shares — an estimated $1.27M sold.

Wunderlich Capital Managemnt first reported a position in T in Q3 2018 and held it in 7 quarters. The position peaked at $1.73M in Q4 2019. 2,469 funds tracked by Wall St. Rank hold T as of Q2 2020.

Wunderlich Capital Managemnt reported no remaining AT&T position as of Q2 2020 after selling out during the quarter.
Wunderlich Capital Managemnt sold 57,609 AT&T shares in Q2 2020, an estimated $1.27M.
Wunderlich Capital Managemnt first reported a position in AT&T in Q3 2018 and held it in 7 quarters.
Wunderlich Capital Managemnt's AT&T position peaked at $1.73M in Q4 2019.
2,469 funds tracked by Wall St. Rank held AT&T as of Q2 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2020, filed 17 Aug 2020.