Burt Wealth Advisors’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-453	Closed	-$11K	–	451
2020 Q1	$11K	Sell	453 -226	-33%	-$9K	﹤0.01%	265
2019 Q4	$32K	Hold	679	–	–	0.01%	205
2019 Q3	$29K	Hold	679	–	–	0.01%	207
2019 Q2	$29K	Hold	679	–	–	0.01%	204
2019 Q1	$28K	Hold	679	–	–	0.01%	210
2018 Q4	$27K	Hold	679	–	–	0.01%	211
2018 Q3	$35K	Hold	679	–	–	0.02%	205
2018 Q2	$30K	Hold	679	–	–	0.01%	216
2018 Q1	$32K	Buy	+679	New	+$33.8K	0.02%	220

Other funds holding ATH

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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

Burt Wealth Advisors's ATH Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q2 2020, closing a stake of 453 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in ATH in Q1 2018 and held it in 9 quarters. The position peaked at $35K in Q3 2018. 253 funds tracked by Wall St. Rank hold ATH as of Q2 2020.

Burt Wealth Advisors reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 453 Athene Holding Ltd. Class A Common Shares shares in Q2 2020, an estimated $11K.
Burt Wealth Advisors first reported a position in Athene Holding Ltd. Class A Common Shares in Q1 2018 and held it in 9 quarters.
Burt Wealth Advisors's Athene Holding Ltd. Class A Common Shares position peaked at $35K in Q3 2018.
253 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.