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Burt Wealth Advisors’s Broadridge BR Stock Holding History

Burt Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-143
Closed -$9K – 413
2016
Q2 		$9K Hold
143
– – 0.01% 269
2016
Q1 		$8K Hold
143
– – 0.01% 341
2015
Q4 		$7K Buy
+143
New +$8.02K 0.01% 319

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Burt Wealth Advisors's BR Position: Q3 2016 in Review

Burt Wealth Advisors sold out of Broadridge (BR) in Q3 2016, closing a stake of 143 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in BR in Q4 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2016. 532 funds tracked by Wall St. Rank hold BR as of Q3 2016.

  • Burt Wealth Advisors reported no remaining Broadridge position as of Q3 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 143 Broadridge shares in Q3 2016, an estimated $9K.
  • Burt Wealth Advisors first reported a position in Broadridge in Q4 2015 and held it in 3 quarters.
  • Burt Wealth Advisors's Broadridge position peaked at $9K in Q2 2016.
  • 532 funds tracked by Wall St. Rank held Broadridge as of Q3 2016.

Based on Burt Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.