Braver Wealth Management’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$5.48M	Buy	99,359 +3,065	+3%	+$154K	0.89%	33
2016 Q3	$4.26M	Buy	96,294 +1,679	+2%	+$80.3K	0.71%	40
2016 Q2	$4.48M	Buy	94,615 +1,160	+1%	+$56.6K	0.76%	36
2016 Q1	$4.52M	Buy	93,455 +40,941	+78%	+$2M	0.74%	38
2015 Q4	$2.85M	Buy	52,514 +1,890	+4%	+$103K	0.59%	44
2015 Q3	$2.6M	Buy	50,624 +11,401	+29%	+$627K	0.65%	43
2015 Q2	$2.21M	Buy	39,223 +30	+0.1%	+$1.67K	0.54%	41
2015 Q1	$2.13M	Buy	+39,193	New	+$2.12M	0.44%	44
2014 Q4	–	Sell	-31,418	Closed	-$1.63M	–	93
2014 Q3	$1.63M	Buy	31,418 +51	+0.2%	+$2.62K	0.49%	31
2014 Q2	$1.65M	Sell	31,367 -333	-1%	-$16.7K	0.43%	38
2014 Q1	$1.58M	Buy	31,700 +1	+0%	+$47	0.45%	33
2013 Q4	$1.44M	Sell	31,699 -4,263	-12%	-$184K	0.5%	41
2013 Q3	$1.49M	Sell	35,962 -868	-2%	-$37.1K	0.51%	36
2013 Q2	$1.52M	Buy	+36,830	New	+$1.44M	0.7%	26

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

BIT

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Braver Wealth Management increased its Wells Fargo (WFC) stake by 3.2% in Q4 2016, buying an estimated $154K and bringing the position to 99,359 shares worth $5.48M. The position accounts for 0.89% of the portfolio, ranked #33.

Braver Wealth Management first reported a position in WFC in Q2 2013 and has held it in 14 quarters since. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Braver Wealth Management held 99,359 shares of Wells Fargo worth $5.48M as of Q4 2016.
Braver Wealth Management bought 3,065 Wells Fargo shares in Q4 2016, an estimated $154K.
Wells Fargo made up 0.89% of Braver Wealth Management's portfolio in Q4 2016, its #33 holding.
Braver Wealth Management first reported a position in Wells Fargo in Q2 2013 and has held it in 14 quarters since.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

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