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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return