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Braver Wealth Management’s Procter & Gamble PG Stock Holding History

Braver Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$3.08M Buy
36,637
+2,443
+7% +$208K 0.5% 63
2016
Q3 		$3.07M Sell
34,194
-323
-0.9% -$28.1K 0.51% 57
2016
Q2 		$2.92M Sell
34,517
-5,617
-14% -$461K 0.5% 55
2016
Q1 		$3.3M Buy
+40,134
New +$3.23M 0.54% 53

Other funds holding PG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Braver Wealth Management increased its Procter & Gamble (PG) stake by 7.1% in Q4 2016, buying an estimated $208K and bringing the position to 36,637 shares worth $3.08M. The position accounts for 0.5% of the portfolio, ranked #63.

Braver Wealth Management first reported a position in PG in Q1 2016 and has held it in 4 quarters since. The position peaked at $3.3M in Q1 2016. 2,062 funds tracked by Wall St. Rank hold PG as of Q4 2016.

  • Braver Wealth Management held 36,637 shares of Procter & Gamble worth $3.08M as of Q4 2016.
  • Braver Wealth Management bought 2,443 Procter & Gamble shares in Q4 2016, an estimated $208K.
  • Procter & Gamble made up 0.5% of Braver Wealth Management's portfolio in Q4 2016, its #63 holding.
  • Braver Wealth Management first reported a position in Procter & Gamble in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Procter & Gamble position peaked at $3.3M in Q1 2016.
  • 2,062 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2016.

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