Braver Wealth Management’s Walt Disney DIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$401K	Buy	+3,847	New	+$375K	0.07%	125
2016 Q3	–	Sell	-29,862	Closed	-$2.92M	–	144
2016 Q2	$2.92M	Sell	29,862 -849	-3%	-$84.9K	0.5%	56
2016 Q1	$3.05M	Buy	30,711 +3,785	+14%	+$365K	0.5%	56
2015 Q4	$2.83M	Buy	26,926 +518	+2%	+$57.7K	0.58%	45
2015 Q3	$2.7M	Buy	+26,408	New	+$2.88M	0.67%	38

Other funds holding DIS

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

BFA

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

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

Braver Wealth Management opened a new position in Walt Disney (DIS) in Q4 2016: 3,847 shares worth $401K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in DIS as recently as Q2 2016.

Braver Wealth Management first reported a position in DIS in Q3 2015 and has held it in 5 quarters since. The position peaked at $3.05M in Q1 2016. 1,933 funds tracked by Wall St. Rank hold DIS as of Q4 2016.

Braver Wealth Management held 3,847 shares of Walt Disney worth $401K as of Q4 2016.
Walt Disney was a new Braver Wealth Management position in Q4 2016.
Walt Disney made up 0.07% of Braver Wealth Management's portfolio in Q4 2016, its #125 holding.
Braver Wealth Management first reported a position in Walt Disney in Q3 2015 and has held it in 5 quarters since.
Braver Wealth Management's Walt Disney position peaked at $3.05M in Q1 2016.
1,933 funds tracked by Wall St. Rank held Walt Disney as of Q4 2016.

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