Braver Wealth Management’s AT&T T Stock Holding History

Braver Wealth Management’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
2016 Q4	$322K	Buy	+10,035	New	+$296K	0.05%	130
2016 Q2	–	Sell	-12,980	Closed	-$384K	–	153
2016 Q1	$384K	Buy	+12,980	New	+$360K	0.06%	115
2015 Q3	–	Sell	-53,622	Closed	-$1.44M	–	94
2015 Q2	$1.44M	Buy	+53,622	New	+$1.39M	0.35%	54
2014 Q4	–	Sell	-7,891	Closed	-$210K	–	88
2014 Q3	$210K	Hold	7,891	–	–	0.06%	75
2014 Q2	$211K	Hold	7,891	–	–	0.05%	86
2014 Q1	$209K	Sell	7,891 -46,647	-86%	-$1.17M	0.06%	74
2013 Q4	$1.45M	Sell	54,538 -1,952	-3%	-$51.4K	0.5%	40
2013 Q3	$1.44M	Buy	56,490 +7,495	+15%	+$197K	0.5%	39
2013 Q2	$1.31M	Buy	+48,995	New	+$1.36M	0.6%	35

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Braver Wealth Management's T Position: Q4 2016 in Review

Braver Wealth Management opened a new position in AT&T (T) in Q4 2016: 10,035 shares worth $322K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in T as recently as Q1 2016.

Braver Wealth Management first reported a position in T in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.45M in Q4 2013. 1,991 funds tracked by Wall St. Rank hold T as of Q4 2016.

Braver Wealth Management held 10,035 shares of AT&T worth $322K as of Q4 2016.
AT&T was a new Braver Wealth Management position in Q4 2016.
AT&T made up 0.05% of Braver Wealth Management's portfolio in Q4 2016, its #130 holding.
Braver Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 9 quarters since.
Braver Wealth Management's AT&T position peaked at $1.45M in Q4 2013.
1,991 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.