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

Concert 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
2017 Q3	$458K	Sell	15,458 -15,089	-49%	-$428K	1.86%	20
2017 Q2	$873K	Sell	30,547 -88,355	-74%	-$2.6M	0.85%	29
2017 Q1	$3.82M	Buy	118,902 +1,141	+1%	+$35.9K	0.86%	13
2016 Q4	$3.79M	Sell	117,761 -155,558	-57%	-$4.59M	0.84%	14
2016 Q3	$8.36M	Sell	273,319 -1,652	-0.6%	-$52.2K	1.02%	10
2016 Q2	$8.97M	Buy	274,971 +51,075	+23%	+$1.52M	1.22%	7
2016 Q1	$6.64M	Buy	223,896 +3,445	+2%	+$95.4K	0.89%	14
2015 Q4	$5.72M	Buy	220,451 +7,439	+3%	+$189K	0.76%	19
2015 Q3	$5.25M	Buy	213,012 +15,876	+8%	+$405K	0.71%	25
2015 Q2	$5.29M	Buy	197,136 +13,596	+7%	+$351K	0.68%	22
2015 Q1	$2.56M	Buy	183,540 +14,870	+9%	+$378K	0.73%	22
2014 Q4	$4.28M	Buy	168,670 +85,739	+103%	+$2.22M	0.65%	21
2014 Q3	$2.22M	Sell	82,931 -5,806	-7%	-$154K	0.3%	35
2014 Q2	$2.29M	Buy	88,737 +1,023	+1%	+$27.4K	0.28%	38
2014 Q1	$2.34M	Buy	+87,714	New	+$2.2M	0.29%	32
2013 Q4	–	Sell	-84,467	Closed	-$2.22M	–	571
2013 Q3	$2.19M	Sell	84,467 -3,743	-4%	-$98.3K	0.31%	29
2013 Q2	$2.37M	Buy	+88,210	New	+$2.45M	0.35%	21

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

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Bank of America

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

Dimensional Fund Advisors

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM