BWM
FISV

Braver Wealth Management’s Fiserv Inc FISV Stock Holding History

Braver Wealth Management’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$510K Hold
9,600
– – 0.08% 115
2016
Q3 		$477K Hold
9,600
– – 0.08% 110
2016
Q2 		$522K Hold
9,600
– – 0.09% 97
2016
Q1 		$492K Buy
+9,600
New +$455K 0.08% 106

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Braver Wealth Management held its Fiserv Inc (FISV) position steady in Q4 2016 at 9,600 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #115.

Braver Wealth Management first reported a position in FISV in Q1 2016 and has held it in 4 quarters since. The position peaked at $522K in Q2 2016. 747 funds tracked by Wall St. Rank hold FISV as of Q4 2016.

  • Braver Wealth Management held 9,600 shares of Fiserv Inc worth $510K as of Q4 2016.
  • Braver Wealth Management left its Fiserv Inc share count unchanged in Q4 2016.
  • Fiserv Inc made up 0.08% of Braver Wealth Management's portfolio in Q4 2016, its #115 holding.
  • Braver Wealth Management first reported a position in Fiserv Inc in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Fiserv Inc position peaked at $522K in Q2 2016.
  • 747 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2016.

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