Braver Wealth Management’s Cisco CSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$3.47M	Buy	114,967 +4,209	+4%	+$128K	0.56%	54
2016 Q3	$3.51M	Buy	110,758 +65,409	+144%	+$2.01M	0.59%	53
2016 Q2	$1.3M	Sell	45,349 -733	-2%	-$20.6K	0.22%	70
2016 Q1	$1.31M	Buy	+46,082	New	+$1.19M	0.22%	78
2015 Q2	–	Sell	-76,029	Closed	-$2.09M	–	85
2015 Q1	$2.09M	Sell	76,029 -2,429	-3%	-$68.4K	0.43%	45
2014 Q4	$2.18M	Buy	78,458 +19,429	+33%	+$502K	0.45%	37
2014 Q3	$1.49M	Sell	59,029 -12,414	-17%	-$312K	0.45%	39
2014 Q2	$1.77M	Buy	71,443 +2,727	+4%	+$65K	0.46%	36
2014 Q1	$1.54M	Buy	68,716 +1,200	+2%	+$26.5K	0.44%	36
2013 Q4	$1.51M	Sell	67,516 -1,313	-2%	-$29.1K	0.52%	35
2013 Q3	$1.61M	Sell	68,829 -2,176	-3%	-$54K	0.56%	31
2013 Q2	$1.73M	Buy	+71,005	New	+$1.6M	0.79%	24

Other funds holding CSCO

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

Braver Wealth Management increased its Cisco (CSCO) stake by 3.8% in Q4 2016, buying an estimated $128K and bringing the position to 114,967 shares worth $3.47M. The position accounts for 0.56% of the portfolio, ranked #54.

Braver Wealth Management first reported a position in CSCO in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.51M in Q3 2016. 1,885 funds tracked by Wall St. Rank hold CSCO as of Q4 2016.

Braver Wealth Management held 114,967 shares of Cisco worth $3.47M as of Q4 2016.
Braver Wealth Management bought 4,209 Cisco shares in Q4 2016, an estimated $128K.
Cisco made up 0.56% of Braver Wealth Management's portfolio in Q4 2016, its #54 holding.
Braver Wealth Management first reported a position in Cisco in Q2 2013 and has held it in 12 quarters since.
Braver Wealth Management's Cisco position peaked at $3.51M in Q3 2016.
1,885 funds tracked by Wall St. Rank held Cisco as of Q4 2016.

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