Burt Wealth Advisors’s Celanese CE Stock Holding History

Burt Wealth Advisors’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-22	Closed	-$2K	–	391
2020 Q3	$2K	Hold	22	–	–	﹤0.01%	346
2020 Q2	$2K	Hold	22	–	–	﹤0.01%	333
2020 Q1	$2K	Buy	+22	New	+$2.18K	﹤0.01%	340
2018 Q4	–	Sell	-175	Closed	-$20K	–	356
2018 Q3	$20K	Hold	175	–	–	0.01%	250
2018 Q2	$19K	Hold	175	–	–	0.01%	250
2018 Q1	$18K	Hold	175	–	–	0.01%	256
2017 Q4	$19K	Buy	+175	New	+$18.6K	0.01%	244

Other funds holding CE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Burt Wealth Advisors's CE Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Celanese (CE) in Q4 2020, closing a stake of 22 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in CE in Q4 2017 and held it in 7 quarters. The position peaked at $20K in Q3 2018. 571 funds tracked by Wall St. Rank hold CE as of Q4 2020.

Burt Wealth Advisors reported no remaining Celanese position as of Q4 2020 after selling out during the quarter.
Burt Wealth Advisors sold 22 Celanese shares in Q4 2020, an estimated $2K.
Burt Wealth Advisors first reported a position in Celanese in Q4 2017 and held it in 7 quarters.
Burt Wealth Advisors's Celanese position peaked at $20K in Q3 2018.
571 funds tracked by Wall St. Rank held Celanese as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.