Braver Wealth Management’s Johnson & Johnson JNJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$2.26M	Buy	19,595 +1,160	+6%	+$134K	0.37%	76
2016 Q3	$2.18M	Sell	18,435 -19,406	-51%	-$2.35M	0.36%	72
2016 Q2	$4.59M	Sell	37,841 -1,218	-3%	-$138K	0.78%	35
2016 Q1	$4.23M	Buy	39,059 +11,111	+40%	+$1.15M	0.7%	41
2015 Q4	$2.87M	Sell	27,948 -1,158	-4%	-$116K	0.59%	43
2015 Q3	$2.72M	Buy	29,106 +6,226	+27%	+$602K	0.67%	37
2015 Q2	$2.23M	Buy	+22,880	New	+$2.29M	0.54%	39
2014 Q3	–	Sell	-9,378	Closed	-$981K	–	82
2014 Q2	$981K	Sell	9,378 -82	-0.9%	-$8.29K	0.25%	60
2014 Q1	$929K	Buy	9,460 +93	+1%	+$8.62K	0.27%	53
2013 Q4	$858K	Sell	9,367 -805	-8%	-$74.2K	0.3%	56
2013 Q3	$882K	Buy	10,172 +487	+5%	+$43.7K	0.3%	55
2013 Q2	$832K	Buy	+9,685	New	+$822K	0.38%	48

Other funds holding JNJ

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

BFA

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Braver Wealth Management increased its Johnson & Johnson (JNJ) stake by 6.3% in Q4 2016, buying an estimated $134K and bringing the position to 19,595 shares worth $2.26M. The position accounts for 0.37% of the portfolio, ranked #76.

Braver Wealth Management first reported a position in JNJ in Q2 2013 and has held it in 12 quarters since. The position peaked at $4.59M in Q2 2016. 2,320 funds tracked by Wall St. Rank hold JNJ as of Q4 2016.

Braver Wealth Management held 19,595 shares of Johnson & Johnson worth $2.26M as of Q4 2016.
Braver Wealth Management bought 1,160 Johnson & Johnson shares in Q4 2016, an estimated $134K.
Johnson & Johnson made up 0.37% of Braver Wealth Management's portfolio in Q4 2016, its #76 holding.
Braver Wealth Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 12 quarters since.
Braver Wealth Management's Johnson & Johnson position peaked at $4.59M in Q2 2016.
2,320 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2016.

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