Burt Wealth Advisors’s Bge Capital Trust Ii 6.20% BGE.PRB.CL Stock Holding History

Burt Wealth Advisors’s Portfolio BGE.PRB.CL Stock Details BGE.PRB.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-77	Closed	-$2K	–	419
2016 Q4	$2K	Buy	+77	New	+$1.97K	﹤0.01%	358

Other funds holding BGE.PRB.CL

MCM

Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Burt Wealth Advisors's BGE.PRB.CL Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Bge Capital Trust Ii 6.20% (BGE.PRB.CL) in Q1 2017, closing a stake of 77 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BGE.PRB.CL in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 2 funds tracked by Wall St. Rank hold BGE.PRB.CL as of Q1 2017.

Burt Wealth Advisors reported no remaining Bge Capital Trust Ii 6.20% position as of Q1 2017 after selling out during the quarter.
Burt Wealth Advisors sold 77 Bge Capital Trust Ii 6.20% shares in Q1 2017, an estimated $2K.
Burt Wealth Advisors first reported a position in Bge Capital Trust Ii 6.20% in Q4 2016 and held it in 1 quarter.
Burt Wealth Advisors's Bge Capital Trust Ii 6.20% position peaked at $2K in Q4 2016.
2 funds tracked by Wall St. Rank held Bge Capital Trust Ii 6.20% as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.