Braver Wealth Management’s Microsoft MSFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$6.25M	Buy	100,521 +1,517	+2%	+$91.2K	1.01%	24
2016 Q3	$5.7M	Sell	99,004 -6,537	-6%	-$369K	0.96%	30
2016 Q2	$5.4M	Sell	105,541 -4,467	-4%	-$232K	0.92%	25
2016 Q1	$6.08M	Buy	110,008 +48,357	+78%	+$2.53M	1%	28
2015 Q4	$3.42M	Sell	61,651 -551	-0.9%	-$29K	0.7%	34
2015 Q3	$2.75M	Buy	62,202 +12,787	+26%	+$574K	0.68%	36
2015 Q2	$2.18M	Buy	49,415 +58	+0.1%	+$2.65K	0.53%	42
2015 Q1	$2.01M	Sell	49,357 -310	-0.6%	-$13.5K	0.41%	50
2014 Q4	$2.31M	Buy	49,667 +11,982	+32%	+$562K	0.47%	34
2014 Q3	$1.75M	Sell	37,685 -13,955	-27%	-$622K	0.53%	30
2014 Q2	$2.15M	Sell	51,640 -415	-0.8%	-$16.8K	0.56%	31
2014 Q1	$2.13M	Buy	52,055 +298	+0.6%	+$11.2K	0.61%	25
2013 Q4	$1.94M	Sell	51,757 -5,508	-10%	-$200K	0.67%	25
2013 Q3	$1.91M	Buy	57,265 +6,523	+13%	+$215K	0.66%	26
2013 Q2	$1.75M	Buy	+50,742	New	+$1.66M	0.81%	22

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

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

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Braver Wealth Management increased its Microsoft (MSFT) stake by 1.5% in Q4 2016, buying an estimated $91.2K and bringing the position to 100,521 shares worth $6.25M. The position accounts for 1.01% of the portfolio, ranked #24.

Braver Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 15 quarters since. 2,425 funds tracked by Wall St. Rank hold MSFT as of Q4 2016.

Braver Wealth Management held 100,521 shares of Microsoft worth $6.25M as of Q4 2016.
Braver Wealth Management bought 1,517 Microsoft shares in Q4 2016, an estimated $91.2K.
Microsoft made up 1.01% of Braver Wealth Management's portfolio in Q4 2016, its #24 holding.
Braver Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 15 quarters since.
2,425 funds tracked by Wall St. Rank held Microsoft as of Q4 2016.

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