Braver Wealth Management’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$5.55M	Buy	36,681 +2,671	+8%	+$388K	0.9%	32
2016 Q3	$4.83M	Buy	34,010 +1,901	+6%	+$284K	0.81%	35
2016 Q2	$4.84M	Sell	32,109 -5,344	-14%	-$780K	0.83%	29
2016 Q1	$5.71M	Buy	37,453 +23,505	+169%	+$3.32M	0.94%	29
2015 Q4	$2.08M	Buy	13,948 +470	+3%	+$66.8K	0.43%	56
2015 Q3	$1.63M	Buy	13,478 +2,781	+26%	+$341K	0.4%	53
2015 Q2	$1.36M	Sell	10,697 -89	-0.8%	-$11.5K	0.33%	55
2015 Q1	$1.28M	Buy	10,786 +843	+8%	+$100K	0.26%	59
2014 Q4	$1.2M	Sell	9,943 -2,747	-22%	-$338K	0.25%	55
2014 Q3	$1.56M	Buy	12,690 +40	+0.3%	+$4.98K	0.47%	34
2014 Q2	$1.59M	Buy	12,650 +112	+0.9%	+$14.2K	0.41%	39
2014 Q1	$1.56M	Buy	12,538 +335	+3%	+$41.4K	0.45%	35
2013 Q4	$1.64M	Sell	12,203 -1,428	-10%	-$180K	0.57%	33
2013 Q3	$1.56M	Buy	13,631 +443	+3%	+$50.8K	0.54%	33
2013 Q2	$1.47M	Buy	+13,188	New	+$1.46M	0.67%	28

Other funds holding GE

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

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

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

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

BFA

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Braver Wealth Management increased its GE Aerospace (GE) stake by 7.9% in Q4 2016, buying an estimated $388K and bringing the position to 36,681 shares worth $5.55M. The position accounts for 0.9% of the portfolio, ranked #32.

Braver Wealth Management first reported a position in GE in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.71M in Q1 2016. 2,126 funds tracked by Wall St. Rank hold GE as of Q4 2016.

Braver Wealth Management held 36,681 shares of GE Aerospace worth $5.55M as of Q4 2016.
Braver Wealth Management bought 2,671 GE Aerospace shares in Q4 2016, an estimated $388K.
GE Aerospace made up 0.9% of Braver Wealth Management's portfolio in Q4 2016, its #32 holding.
Braver Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's GE Aerospace position peaked at $5.71M in Q1 2016.
2,126 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2016.

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