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Burt Wealth Advisors’s Boston Scientific BSX Stock Holding History

Burt Wealth Advisors’s Portfolio BSX Stock Details BSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-288
Closed -$5K – 675
2015
Q4 		$5K Buy
+288
New +$5.16K ﹤0.01% 364

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Boston Scientific (BSX) in Q1 2016, closing a stake of 288 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in BSX in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 493 funds tracked by Wall St. Rank hold BSX as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Boston Scientific position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 288 Boston Scientific shares in Q1 2016, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Boston Scientific in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Boston Scientific position peaked at $5K in Q4 2015.
  • 493 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2016.

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