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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Counsel's T Position: Q4 2016 in Review

Integrated Wealth Counsel held its AT&T (T) position steady in Q4 2016 at 4,582 shares worth $147K. The position accounts for 0.32% of the portfolio, ranked #37.

Integrated Wealth Counsel first reported a position in T in Q2 2013 and has held it in 15 quarters since. 1,992 funds tracked by Wall St. Rank hold T as of Q4 2016.

Integrated Wealth Counsel held 4,582 shares of AT&T worth $147K as of Q4 2016.
Integrated Wealth Counsel left its AT&T share count unchanged in Q4 2016.
AT&T made up 0.32% of Integrated Wealth Counsel's portfolio in Q4 2016, its #37 holding.
Integrated Wealth Counsel first reported a position in AT&T in Q2 2013 and has held it in 15 quarters since.
1,992 funds tracked by Wall St. Rank held AT&T as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.