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Burt Wealth Advisors’s Agilent Technologies A Stock Holding History

Burt Wealth Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-76
Closed -$5K – 364
2018
Q1 		$5K Hold
76
– – ﹤0.01% 311
2017
Q4 		$5K Hold
76
– – ﹤0.01% 302
2017
Q3 		$5K Hold
76
– – ﹤0.01% 294
2017
Q2 		$4K Hold
76
– – ﹤0.01% 339
2017
Q1 		$4K Hold
76
– – ﹤0.01% 304
2016
Q4 		$3K Hold
76
– – ﹤0.01% 339
2016
Q3 		$3K Hold
76
– – ﹤0.01% 340
2016
Q2 		$3K Sell
76
-18
-19% -$776 ﹤0.01% 341
2016
Q1 		$4K Buy
94
+18
+24% +$686 ﹤0.01% 395
2015
Q4 		$3K Buy
+76
New +$2.94K ﹤0.01% 423

Other funds holding A

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Burt Wealth Advisors's A Position: Q2 2018 in Review

Burt Wealth Advisors sold out of Agilent Technologies (A) in Q2 2018, closing a stake of 76 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in A in Q4 2015 and held it in 10 quarters. The position peaked at $5K in Q1 2018. 669 funds tracked by Wall St. Rank hold A as of Q2 2018.

  • Burt Wealth Advisors reported no remaining Agilent Technologies position as of Q2 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 76 Agilent Technologies shares in Q2 2018, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Agilent Technologies in Q4 2015 and held it in 10 quarters.
  • Burt Wealth Advisors's Agilent Technologies position peaked at $5K in Q1 2018.
  • 669 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.