BWM
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Braver Wealth Management’s Visa V Stock Holding History

Braver Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$2.83M Buy
36,204
+744
+2% +$59.8K 0.46% 67
2016
Q3 		$2.93M Buy
35,460
+244
+0.7% +$19.5K 0.49% 61
2016
Q2 		$2.61M Buy
35,216
+10,982
+45% +$860K 0.45% 59
2016
Q1 		$1.85M Buy
+24,234
New +$1.76M 0.31% 70

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Braver Wealth Management increased its Visa (V) stake by 2.1% in Q4 2016, buying an estimated $59.8K and bringing the position to 36,204 shares worth $2.83M. The position accounts for 0.46% of the portfolio, ranked #67.

Braver Wealth Management first reported a position in V in Q1 2016 and has held it in 4 quarters since. The position peaked at $2.93M in Q3 2016. 1,663 funds tracked by Wall St. Rank hold V as of Q4 2016.

  • Braver Wealth Management held 36,204 shares of Visa worth $2.83M as of Q4 2016.
  • Braver Wealth Management bought 744 Visa shares in Q4 2016, an estimated $59.8K.
  • Visa made up 0.46% of Braver Wealth Management's portfolio in Q4 2016, its #67 holding.
  • Braver Wealth Management first reported a position in Visa in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Visa position peaked at $2.93M in Q3 2016.
  • 1,663 funds tracked by Wall St. Rank held Visa as of Q4 2016.

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