Braver Wealth Management’s AbbVie ABBV Stock Holding History

Braver Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$6.36M	Buy	101,589 +1,411	+1%	+$86.1K	1.03%	23
2016 Q3	$6.32M	Sell	100,178 -22,528	-18%	-$1.46M	1.06%	26
2016 Q2	$7.6M	Sell	122,706 -1,794	-1%	-$109K	1.3%	19
2016 Q1	$7.11M	Buy	124,500 +41,385	+50%	+$2.31M	1.17%	23
2015 Q4	$4.92M	Buy	83,115 +5,851	+8%	+$337K	1.01%	23
2015 Q3	$4.2M	Buy	77,264 +16,048	+26%	+$1.04M	1.04%	22
2015 Q2	$4.11M	Sell	61,216 -975	-2%	-$63.7K	1%	25
2015 Q1	$3.64M	Buy	62,191 +1,776	+3%	+$107K	0.75%	28
2014 Q4	$3.95M	Buy	60,415 +13,087	+28%	+$825K	0.81%	27
2014 Q3	$2.73M	Buy	47,328 +5,816	+14%	+$323K	0.82%	23
2014 Q2	$2.34M	Buy	41,512 +9,829	+31%	+$516K	0.6%	29
2014 Q1	$1.63M	Sell	31,683 -1,009	-3%	-$51K	0.47%	30
2013 Q4	$1.73M	Sell	32,692 -3,134	-9%	-$154K	0.6%	28
2013 Q3	$1.6M	Buy	35,826 +4,010	+13%	+$178K	0.55%	32
2013 Q2	$1.31M	Buy	+31,816	New	+$1.39M	0.6%	34

Other funds holding ABBV

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

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

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Braver Wealth Management increased its AbbVie (ABBV) stake by 1.4% in Q4 2016, buying an estimated $86.1K and bringing the position to 101,589 shares worth $6.36M. The position accounts for 1.03% of the portfolio, ranked #23.

Braver Wealth Management first reported a position in ABBV in Q2 2013 and has held it in 15 quarters since. The position peaked at $7.6M in Q2 2016. 1,691 funds tracked by Wall St. Rank hold ABBV as of Q4 2016.

Braver Wealth Management held 101,589 shares of AbbVie worth $6.36M as of Q4 2016.
Braver Wealth Management bought 1,411 AbbVie shares in Q4 2016, an estimated $86.1K.
AbbVie made up 1.03% of Braver Wealth Management's portfolio in Q4 2016, its #23 holding.
Braver Wealth Management first reported a position in AbbVie in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's AbbVie position peaked at $7.6M in Q2 2016.
1,691 funds tracked by Wall St. Rank held AbbVie as of Q4 2016.

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