BWA
ANZ

Burt Wealth Advisors’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

Burt Wealth Advisors’s Portfolio ANZ Stock Details ANZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-250
Closed -$4K – 624
2016
Q1 		$4K Buy
+250
New +$4K ﹤0.01% 417

Other funds holding ANZ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $180M AUM 39.51% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return

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

Burt Wealth Advisors sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q2 2016, closing a stake of 250 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in ANZ in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 16 funds tracked by Wall St. Rank hold ANZ as of Q2 2016.

  • Burt Wealth Advisors reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q2 2016, an estimated $4K.
  • Burt Wealth Advisors first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $4K in Q1 2016.
  • 16 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q2 2016.

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