Braver Wealth Management’s Abbott ABT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$2.25M	Buy	58,488 +431	+0.7%	+$17.1K	0.36%	77
2016 Q3	$2.46M	Sell	58,057 -47,460	-45%	-$2.03M	0.41%	68
2016 Q2	$4.15M	Sell	105,517 -735	-0.7%	-$29.3K	0.71%	40
2016 Q1	$4.45M	Buy	106,252 +101,487	+2,130%	+$4.02M	0.73%	39
2015 Q4	$214K	Buy	+4,765	New	+$210K	0.04%	75
2015 Q3	–	Sell	-4,765	Closed	-$234K	–	75
2015 Q2	$234K	Sell	4,765 -1,134	-19%	-$54.4K	0.06%	77
2015 Q1	$273K	Hold	5,899	–	–	0.06%	78
2014 Q4	$266K	Buy	5,899 +199	+3%	+$8.67K	0.05%	77
2014 Q3	$237K	Sell	5,700 -16,743	-75%	-$708K	0.07%	71
2014 Q2	$918K	Sell	22,443 -189	-0.8%	-$7.42K	0.24%	63
2014 Q1	$872K	Buy	22,632 +6	+0%	+$231	0.25%	55
2013 Q4	$867K	Sell	22,626 -2,632	-10%	-$97K	0.3%	55
2013 Q3	$838K	Buy	25,258 +4,953	+24%	+$174K	0.29%	56
2013 Q2	$708K	Buy	+20,305	New	+$745K	0.33%	51

Other funds holding ABT

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Braver Wealth Management increased its Abbott (ABT) stake by 0.74% in Q4 2016, buying an estimated $17.1K and bringing the position to 58,488 shares worth $2.25M. The position accounts for 0.36% of the portfolio, ranked #77.

Braver Wealth Management first reported a position in ABT in Q2 2013 and has held it in 14 quarters since. The position peaked at $4.45M in Q1 2016. 1,518 funds tracked by Wall St. Rank hold ABT as of Q4 2016.

Braver Wealth Management held 58,488 shares of Abbott worth $2.25M as of Q4 2016.
Braver Wealth Management bought 431 Abbott shares in Q4 2016, an estimated $17.1K.
Abbott made up 0.36% of Braver Wealth Management's portfolio in Q4 2016, its #77 holding.
Braver Wealth Management first reported a position in Abbott in Q2 2013 and has held it in 14 quarters since.
Braver Wealth Management's Abbott position peaked at $4.45M in Q1 2016.
1,518 funds tracked by Wall St. Rank held Abbott as of Q4 2016.

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