Braver Wealth Management’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-13,022	Closed	-$164K	–	147
2016 Q2	$164K	Sell	13,022 -110,613	-89%	-$1.46M	0.03%	136
2016 Q1	$1.67M	Sell	123,635 -62,824	-34%	-$790K	0.27%	73
2015 Q4	$2.63M	Sell	186,459 -70,051	-27%	-$1.01M	0.54%	50
2015 Q3	$3.48M	Buy	+256,510	New	+$3.67M	0.86%	30

Other funds holding F

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 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

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

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

BFA

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 F Position: Q3 2016 in Review

Braver Wealth Management sold out of Ford (F) in Q3 2016, closing a stake of 13,022 shares — an estimated $164K sold.

Braver Wealth Management first reported a position in F in Q3 2015 and held it in 4 quarters. The position peaked at $3.48M in Q3 2015. 1,069 funds tracked by Wall St. Rank hold F as of Q3 2016.

Braver Wealth Management reported no remaining Ford position as of Q3 2016 after selling out during the quarter.
Braver Wealth Management sold 13,022 Ford shares in Q3 2016, an estimated $164K.
Braver Wealth Management first reported a position in Ford in Q3 2015 and held it in 4 quarters.
Braver Wealth Management's Ford position peaked at $3.48M in Q3 2015.
1,069 funds tracked by Wall St. Rank held Ford as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.