BWA
BRKL

Burt Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

Burt Wealth Advisors’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-181
Closed -$2K – 398
2020
Q2 		$2K Hold
181
– – ﹤0.01% 330
2020
Q1 		$2K Buy
+181
New +$2.58K ﹤0.01% 339

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's BRKL Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q3 2020, closing a stake of 181 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in BRKL in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 170 funds tracked by Wall St. Rank hold BRKL as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Brookline Bancorp position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 181 Brookline Bancorp shares in Q3 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Brookline Bancorp in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Brookline Bancorp position peaked at $2K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.