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Braver Wealth Management’s KLA KLAC Stock Holding History

Braver Wealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$2.3M Buy
291,790
+10,320
+4% +$78.8K 0.37% 75
2016
Q3 		$1.96M Buy
+281,470
New +$2.03M 0.33% 75

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Braver Wealth Management increased its KLA (KLAC) stake by 3.7% in Q4 2016, buying an estimated $78.8K and bringing the position to 291,790 shares worth $2.3M. The position accounts for 0.37% of the portfolio, ranked #75.

Braver Wealth Management first reported a position in KLAC in Q3 2016 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold KLAC as of Q4 2016.

  • Braver Wealth Management held 291,790 shares of KLA worth $2.3M as of Q4 2016.
  • Braver Wealth Management bought 10,320 KLA shares in Q4 2016, an estimated $78.8K.
  • KLA made up 0.37% of Braver Wealth Management's portfolio in Q4 2016, its #75 holding.
  • Braver Wealth Management first reported a position in KLA in Q3 2016 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held KLA as of Q4 2016.

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