Braver Wealth Management’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$2.21M	Buy	5,806 +93	+2%	+$34.1K	0.36%	78
2016 Q3	$2.07M	Sell	5,713 -3,670	-39%	-$1.34M	0.35%	74
2016 Q2	$3.21M	Sell	9,383 -107	-1%	-$37.6K	0.55%	51
2016 Q1	$3.23M	Buy	9,490 +475	+5%	+$151K	0.53%	54
2015 Q4	$3.07M	Buy	9,015 +211	+2%	+$71.8K	0.63%	39
2015 Q3	$2.62M	Buy	+8,804	New	+$2.84M	0.65%	41

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

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

Braver Wealth Management increased its Blackrock (BLK) stake by 1.6% in Q4 2016, buying an estimated $34.1K and bringing the position to 5,806 shares worth $2.21M. The position accounts for 0.36% of the portfolio, ranked #78.

Braver Wealth Management first reported a position in BLK in Q3 2015 and has held it in 6 quarters since. The position peaked at $3.23M in Q1 2016. 964 funds tracked by Wall St. Rank hold BLK as of Q4 2016.

Braver Wealth Management held 5,806 shares of Blackrock worth $2.21M as of Q4 2016.
Braver Wealth Management bought 93 Blackrock shares in Q4 2016, an estimated $34.1K.
Blackrock made up 0.36% of Braver Wealth Management's portfolio in Q4 2016, its #78 holding.
Braver Wealth Management first reported a position in Blackrock in Q3 2015 and has held it in 6 quarters since.
Braver Wealth Management's Blackrock position peaked at $3.23M in Q1 2016.
964 funds tracked by Wall St. Rank held Blackrock as of Q4 2016.

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