Braver Wealth Management’s DuPont de Nemours DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$513K	Buy	3,537 +115	+3%	+$16K	0.08%	114
2016 Q3	$449K	Sell	3,422 -461	-12%	-$61.5K	0.08%	112
2016 Q2	$489K	Sell	3,883 -762	-16%	-$100K	0.08%	99
2016 Q1	$598K	Buy	4,645 +2,928	+171%	+$351K	0.1%	96
2015 Q4	$224K	Buy	+1,717	New	+$220K	0.05%	74
2015 Q2	–	Sell	-1,856	Closed	-$226K	–	87
2015 Q1	$226K	Hold	1,856	–	–	0.05%	84
2014 Q4	$214K	Buy	1,856 +79	+4%	+$9.63K	0.04%	81
2014 Q3	$236K	Hold	1,777	–	–	0.07%	72
2014 Q2	$232K	Hold	1,777	–	–	0.06%	81
2014 Q1	$219K	Buy	+1,777	New	+$209K	0.06%	73

Other funds holding DD

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

BFA

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

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

Braver Wealth Management increased its DuPont de Nemours (DD) stake by 3.4% in Q4 2016, buying an estimated $16K and bringing the position to 3,537 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #114.

Braver Wealth Management first reported a position in DD in Q1 2014 and has held it in 10 quarters since. The position peaked at $598K in Q1 2016. 1,275 funds tracked by Wall St. Rank hold DD as of Q4 2016.

Braver Wealth Management held 3,537 shares of DuPont de Nemours worth $513K as of Q4 2016.
Braver Wealth Management bought 115 DuPont de Nemours shares in Q4 2016, an estimated $16K.
DuPont de Nemours made up 0.08% of Braver Wealth Management's portfolio in Q4 2016, its #114 holding.
Braver Wealth Management first reported a position in DuPont de Nemours in Q1 2014 and has held it in 10 quarters since.
Braver Wealth Management's DuPont de Nemours position peaked at $598K in Q1 2016.
1,275 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2016.

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