Braver Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$723K	Buy	8,736 +251	+3%	+$20.8K	0.12%	103
2016 Q3	$684K	Buy	8,485 +15	+0.2%	+$1.22K	0.11%	96
2016 Q2	$705K	Sell	8,470 -487	-5%	-$39.3K	0.12%	86
2016 Q1	$755K	Buy	+8,957	New	+$715K	0.12%	90
2014 Q1	–	Sell	-22,273	Closed	-$1.28M	–	85
2013 Q4	$1.28M	Sell	22,273 -6,597	-23%	-$384K	0.44%	46
2013 Q3	$1.55M	Sell	28,870 -3,280	-10%	-$165K	0.54%	34
2013 Q2	$1.42M	Buy	+32,150	New	+$1.57M	0.65%	31

Other funds holding WBA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Braver Wealth Management increased its Walgreens Boots Alliance (WBA) stake by 3% in Q4 2016, buying an estimated $20.8K and bringing the position to 8,736 shares worth $723K. The position accounts for 0.12% of the portfolio, ranked #103.

Braver Wealth Management first reported a position in WBA in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.55M in Q3 2013. 1,304 funds tracked by Wall St. Rank hold WBA as of Q4 2016.

Braver Wealth Management held 8,736 shares of Walgreens Boots Alliance worth $723K as of Q4 2016.
Braver Wealth Management bought 251 Walgreens Boots Alliance shares in Q4 2016, an estimated $20.8K.
Walgreens Boots Alliance made up 0.12% of Braver Wealth Management's portfolio in Q4 2016, its #103 holding.
Braver Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2013 and has held it in 7 quarters since.
Braver Wealth Management's Walgreens Boots Alliance position peaked at $1.55M in Q3 2013.
1,304 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2016.

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