Braver Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1.38M	Buy	19,954 +8,861	+80%	+$615K	0.22%	88
2016 Q3	$800K	Buy	11,093 +300	+3%	+$22.1K	0.13%	93
2016 Q2	$774K	Sell	10,793 -1,451	-12%	-$102K	0.13%	84
2016 Q1	$830K	Buy	12,244 +97	+0.8%	+$6.5K	0.14%	88
2015 Q4	$875K	Sell	12,147 -110,560	-90%	-$7.81M	0.18%	64
2015 Q3	$6.23M	Sell	122,707 -49,868	-29%	-$3.64M	1.55%	14
2015 Q2	$12.8M	Sell	172,575 -4,331	-2%	-$321K	3.12%	8
2015 Q1	$12.8M	Sell	176,906 -12,346	-7%	-$881K	2.63%	11
2014 Q4	$12.9M	Buy	189,252 +65,057	+52%	+$4.35M	2.65%	9
2014 Q3	$7.94M	Buy	124,195 +86,705	+231%	+$5.43M	2.39%	8
2014 Q2	$2.28M	Sell	37,490 -110,238	-75%	-$6.48M	0.59%	30
2014 Q1	$8.64M	Buy	147,728 +88,663	+150%	+$5.11M	2.48%	11
2013 Q4	$3.27M	Buy	59,065 +11,997	+25%	+$642K	1.13%	15
2013 Q3	$2.38M	Sell	47,068 -8,437	-15%	-$424K	0.82%	23
2013 Q2	$2.64M	Buy	+55,505	New	+$2.66M	1.22%	14

Other funds holding XLV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

Braver Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 80% in Q4 2016, buying an estimated $615K and bringing the position to 19,954 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #88.

Braver Wealth Management first reported a position in XLV in Q2 2013 and has held it in 15 quarters since. The position peaked at $12.9M in Q4 2014. 614 funds tracked by Wall St. Rank hold XLV as of Q4 2016.

Braver Wealth Management held 19,954 shares of State Street Health Care Select Sector SPDR ETF worth $1.38M as of Q4 2016.
Braver Wealth Management bought 8,861 State Street Health Care Select Sector SPDR ETF shares in Q4 2016, an estimated $615K.
State Street Health Care Select Sector SPDR ETF made up 0.22% of Braver Wealth Management's portfolio in Q4 2016, its #88 holding.
Braver Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $12.9M in Q4 2014.
614 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2016.

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