Braver Wealth Management’s Costco COST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$219K	Buy	+1,369	New	+$209K	0.04%	144

Other funds holding COST

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Braver Wealth Management opened a new position in Costco (COST) in Q4 2016: 1,369 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings.

1,336 funds tracked by Wall St. Rank hold COST as of Q4 2016.

Braver Wealth Management held 1,369 shares of Costco worth $219K as of Q4 2016.
Costco was a new Braver Wealth Management position in Q4 2016.
Costco made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #144 holding.
1,336 funds tracked by Wall St. Rank held Costco as of Q4 2016.

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