Burt Wealth Advisors’s AdvanSix ASIX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5	Closed	–	–	352
2018 Q3	$0	Hold	5	–	–	﹤0.01%	382
2018 Q2	$0	Hold	5	–	–	﹤0.01%	367
2018 Q1	$0	Hold	5	–	–	﹤0.01%	375
2017 Q4	$0	Hold	5	–	–	﹤0.01%	370
2017 Q3	$0	Sell	5 -24	-83%	-$814	﹤0.01%	353
2017 Q2	$0	Buy	29 +12	+71%	+$342	﹤0.01%	404
2017 Q1	$0	Hold	17	–	–	﹤0.01%	353
2016 Q4	$1K	Buy	+17	New	+$305	﹤0.01%	360

Other funds holding ASIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Burt Wealth Advisors's ASIX Position: Q4 2018 in Review

Burt Wealth Advisors sold out of AdvanSix (ASIX) in Q4 2018, closing a stake of 5 shares.

Burt Wealth Advisors first reported a position in ASIX in Q4 2016 and held it in 8 quarters. The position peaked at $1K in Q4 2016. 354 funds tracked by Wall St. Rank hold ASIX as of Q4 2018.

Burt Wealth Advisors reported no remaining AdvanSix position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 5 AdvanSix shares in Q4 2018.
Burt Wealth Advisors first reported a position in AdvanSix in Q4 2016 and held it in 8 quarters.
Burt Wealth Advisors's AdvanSix position peaked at $1K in Q4 2016.
354 funds tracked by Wall St. Rank held AdvanSix as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.