Braver Wealth Management’s Philip Morris PM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-3,224	Closed	-$328K	–	150
2016 Q2	$328K	Sell	3,224 -923	-22%	-$92.1K	0.06%	114
2016 Q1	$407K	Sell	4,147 -29,098	-88%	-$2.67M	0.07%	114
2015 Q4	$2.92M	Buy	33,245 +1,406	+4%	+$122K	0.6%	42
2015 Q3	$2.53M	Buy	31,839 +6,683	+27%	+$550K	0.63%	46
2015 Q2	$2.02M	Sell	25,156 -79	-0.3%	-$6.5K	0.49%	47
2015 Q1	$1.9M	Buy	+25,235	New	+$2.05M	0.39%	52

Other funds holding PM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braver Wealth Management's PM Position: Q3 2016 in Review

Braver Wealth Management sold out of Philip Morris (PM) in Q3 2016, closing a stake of 3,224 shares — an estimated $328K sold.

Braver Wealth Management first reported a position in PM in Q1 2015 and held it in 6 quarters. The position peaked at $2.92M in Q4 2015. 1,518 funds tracked by Wall St. Rank hold PM as of Q3 2016.

Braver Wealth Management reported no remaining Philip Morris position as of Q3 2016 after selling out during the quarter.
Braver Wealth Management sold 3,224 Philip Morris shares in Q3 2016, an estimated $328K.
Braver Wealth Management first reported a position in Philip Morris in Q1 2015 and held it in 6 quarters.
Braver Wealth Management's Philip Morris position peaked at $2.92M in Q4 2015.
1,518 funds tracked by Wall St. Rank held Philip Morris as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.