BWA
AXA

Burt Wealth Advisors’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Burt Wealth Advisors’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-137
Closed -$3K – 744
2015
Q4 		$3K Buy
+137
New +$3K ﹤0.01% 443

Other funds holding AXA

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
NCM
Northroad Capital Management New York $43.8M AUM 1.94% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Burt Wealth Advisors sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2016, closing a stake of 137 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in AXA in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 33 funds tracked by Wall St. Rank hold AXA as of Q1 2016.

  • Burt Wealth Advisors reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 137 AXA ADS (1 ORD SHS) shares in Q1 2016, an estimated $3K.
  • Burt Wealth Advisors first reported a position in AXA ADS (1 ORD SHS) in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's AXA ADS (1 ORD SHS) position peaked at $3K in Q4 2015.
  • 33 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2016.

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