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Burt Wealth Advisors’s ABM Industries ABM Stock Holding History

Burt Wealth Advisors’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-419
Closed -$17K – 334
2019
Q2 		$17K Hold
419
– – 0.01% 253
2019
Q1 		$15K Hold
419
– – 0.01% 260
2018
Q4 		$13K Hold
419
– – 0.01% 262
2018
Q3 		$14K Hold
419
– – 0.01% 274
2018
Q2 		$12K Hold
419
– – 0.01% 271
2018
Q1 		$14K Buy
419
+120
+40% +$4.39K 0.01% 270
2017
Q4 		$11K Buy
+299
New +$12.4K 0.01% 269

Other funds holding ABM

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Burt Wealth Advisors's ABM Position: Q3 2019 in Review

Burt Wealth Advisors sold out of ABM Industries (ABM) in Q3 2019, closing a stake of 419 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in ABM in Q4 2017 and held it in 7 quarters. The position peaked at $17K in Q2 2019. 218 funds tracked by Wall St. Rank hold ABM as of Q3 2019.

  • Burt Wealth Advisors reported no remaining ABM Industries position as of Q3 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 419 ABM Industries shares in Q3 2019, an estimated $17K.
  • Burt Wealth Advisors first reported a position in ABM Industries in Q4 2017 and held it in 7 quarters.
  • Burt Wealth Advisors's ABM Industries position peaked at $17K in Q2 2019.
  • 218 funds tracked by Wall St. Rank held ABM Industries as of Q3 2019.

Based on Burt Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.