Burt Wealth Advisors’s ADT Corp ADT Stock Holding History

Burt Wealth Advisors’s Portfolio ADT Stock Details ADT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-87	Closed	-$4K	–	615
2016 Q1	$4K	Buy	87 +27	+45%	+$947	﹤0.01%	416
2015 Q4	$1K	Hold	60	–	–	﹤0.01%	518
2015 Q3	$1K	Hold	60	–	–	﹤0.01%	392
2015 Q2	$211K	Hold	60	–	–	0.23%	60
2015 Q1	$2K	Hold	60	–	–	﹤0.01%	330
2014 Q4	$2K	Buy	+60	New	+$2.06K	﹤0.01%	319

Other funds holding ADT

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Burt Wealth Advisors's ADT Position: Q2 2016 in Review

Burt Wealth Advisors sold out of ADT Corp (ADT) in Q2 2016, closing a stake of 87 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in ADT in Q4 2014 and held it in 6 quarters. The position peaked at $211K in Q2 2015. 1 fund tracked by Wall St. Rank holds ADT as of Q2 2016.

Burt Wealth Advisors reported no remaining ADT Corp position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 87 ADT Corp shares in Q2 2016, an estimated $4K.
Burt Wealth Advisors first reported a position in ADT Corp in Q4 2014 and held it in 6 quarters.
Burt Wealth Advisors's ADT Corp position peaked at $211K in Q2 2015.
1 fund tracked by Wall St. Rank held ADT Corp as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.