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Braver Wealth Management’s Apple AAPL Stock Holding History

Braver Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$9.71M Buy
335,492
+6,088
+2% +$173K 1.58% 13
2016
Q3 		$9.31M Sell
329,404
-20,184
-6% -$534K 1.56% 17
2016
Q2 		$8.36M Sell
349,588
-30,148
-8% -$749K 1.43% 18
2016
Q1 		$10.3M Buy
379,736
+154,440
+69% +$3.85M 1.7% 14
2015
Q4 		$5.93M Buy
225,296
+2,344
+1% +$67K 1.22% 20
2015
Q3 		$6.15M Buy
222,952
+51,724
+30% +$1.52M 1.53% 15
2015
Q2 		$5.37M Sell
171,228
-14,816
-8% -$474K 1.31% 18
2015
Q1 		$5.79M Sell
186,044
-8,712
-4% -$263K 1.19% 19
2014
Q4 		$5.37M Buy
194,756
+36,228
+23% +$986K 1.1% 21
2014
Q3 		$3.99M Sell
158,528
-1,684
-1% -$41.3K 1.2% 19
2014
Q2 		$3.72M Buy
160,212
+2,264
+1% +$48.2K 0.96% 23
2014
Q1 		$3.03M Buy
157,948
+3,304
+2% +$62.8K 0.87% 22
2013
Q4 		$3.1M Sell
154,644
-15,120
-9% -$286K 1.07% 18
2013
Q3 		$2.89M Buy
169,764
+9,604
+6% +$159K 1% 19
2013
Q2 		$2.27M Buy
+160,160
New +$2.46M 1.04% 17

Other funds holding AAPL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Braver Wealth Management's AAPL Position: Q4 2016 in Review

Braver Wealth Management increased its Apple (AAPL) stake by 1.8% in Q4 2016, buying an estimated $173K and bringing the position to 335,492 shares worth $9.71M. The position accounts for 1.58% of the portfolio, ranked #13.

Braver Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 15 quarters since. The position peaked at $10.3M in Q1 2016. 2,461 funds tracked by Wall St. Rank hold AAPL as of Q4 2016.

  • Braver Wealth Management held 335,492 shares of Apple worth $9.71M as of Q4 2016.
  • Braver Wealth Management bought 6,088 Apple shares in Q4 2016, an estimated $173K.
  • Apple made up 1.58% of Braver Wealth Management's portfolio in Q4 2016, its #13 holding.
  • Braver Wealth Management first reported a position in Apple in Q2 2013 and has held it in 15 quarters since.
  • Braver Wealth Management's Apple position peaked at $10.3M in Q1 2016.
  • 2,461 funds tracked by Wall St. Rank held Apple as of Q4 2016.

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