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Braver Wealth Management’s IBM IBM Stock Holding History

Braver Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1.54M Buy
9,687
+641
+7% +$97.6K 0.25% 84
2016
Q3 		$1.37M Buy
9,046
+3,225
+55% +$489K 0.23% 82
2016
Q2 		$845K Sell
5,821
-2,656
-31% -$380K 0.14% 80
2016
Q1 		$1.23M Buy
+8,477
New +$1.08M 0.2% 79
2013
Q4 		– Sell
-1,752
Closed -$310K – 79
2013
Q3 		$310K Buy
+1,752
New +$318K 0.11% 72

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Braver Wealth Management increased its IBM (IBM) stake by 7.1% in Q4 2016, buying an estimated $97.6K and bringing the position to 9,687 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #84.

Braver Wealth Management first reported a position in IBM in Q3 2013 and has held it in 5 quarters since. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Braver Wealth Management held 9,687 shares of IBM worth $1.54M as of Q4 2016.
  • Braver Wealth Management bought 641 IBM shares in Q4 2016, an estimated $97.6K.
  • IBM made up 0.25% of Braver Wealth Management's portfolio in Q4 2016, its #84 holding.
  • Braver Wealth Management first reported a position in IBM in Q3 2013 and has held it in 5 quarters since.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

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