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Integrated Wealth Counsel’s AT&T T Stock Holding History

Integrated Wealth Counsel’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 		$147K Hold
4,582
– – 0.32% 37
2016
Q3 		$141K Buy
4,582
+3,258
+246% +$103K 0.3% 37
2016
Q2 		$43K Hold
1,324
– – 0.1% 50
2016
Q1 		$39K Hold
1,324
– – 0.09% 50
2015
Q4 		$34K Hold
1,324
– – 0.05% 52
2015
Q3 		$33K Hold
1,324
– – 0.06% 58
2015
Q2 		$36K Hold
1,324
– – 0.05% 59
2015
Q1 		$33K Hold
1,324
– – 0.04% 69
2014
Q4 		$34K Hold
1,324
– – 0.04% 69
2014
Q3 		$35K Hold
1,324
– – 0.04% 66
2014
Q2 		$35K Sell
1,324
-212
-14% -$5.68K 0.03% 83
2014
Q1 		$41K Sell
1,536
-915
-37% -$23K 0.03% 104
2013
Q4 		$65K Hold
2,451
– – 0.05% 88
2013
Q3 		$62.6K Buy
2,451
+80
+3% +$2.1K 0.05% 90
2013
Q2 		$63K Buy
+2,371
New +$65.9K 0.05% 95

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return