Burt Wealth Advisors’s Avery Dennison AVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-77	Closed	-$4K	–	673
2015 Q4	$4K	Buy	+77	New	+$4.86K	﹤0.01%	390

Other funds holding AVY

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Burt Wealth Advisors's AVY Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Avery Dennison (AVY) in Q1 2016, closing a stake of 77 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in AVY in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 492 funds tracked by Wall St. Rank hold AVY as of Q1 2016.

Burt Wealth Advisors reported no remaining Avery Dennison position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 77 Avery Dennison shares in Q1 2016, an estimated $4K.
Burt Wealth Advisors first reported a position in Avery Dennison in Q4 2015 and held it in 1 quarter.
Burt Wealth Advisors's Avery Dennison position peaked at $4K in Q4 2015.
492 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.