BWA
CFNL

Burt Wealth Advisors’s Cardinal Financial Corp CFNL Stock Holding History

Burt Wealth Advisors’s Portfolio CFNL Stock Details CFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,900
Closed -$57K – 442
2017
Q1 		$57K Hold
1,900
– – 0.04% 156
2016
Q4 		$62K Hold
1,900
– – 0.06% 151
2016
Q3 		$49K Hold
1,900
– – 0.05% 161
2016
Q2 		$41K Hold
1,900
– – 0.05% 168
2016
Q1 		$39K Hold
1,900
– – 0.04% 189
2015
Q4 		$43K Hold
1,900
– – 0.03% 158
2015
Q3 		$43K Hold
1,900
– – 0.05% 145
2015
Q2 		$41K Hold
1,900
– – 0.04% 158
2015
Q1 		$38K Hold
1,900
– – 0.04% 154
2014
Q4 		$38K Buy
+1,900
New +$35.1K 0.04% 152

Other funds holding CFNL

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Burt Wealth Advisors's CFNL Position: Q2 2017 in Review

Burt Wealth Advisors sold out of Cardinal Financial Corp (CFNL) in Q2 2017, closing a stake of 1,900 shares — an estimated $57K sold.

Burt Wealth Advisors first reported a position in CFNL in Q4 2014 and held it in 10 quarters. The position peaked at $62K in Q4 2016. 1 fund tracked by Wall St. Rank holds CFNL as of Q2 2017.

  • Burt Wealth Advisors reported no remaining Cardinal Financial Corp position as of Q2 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,900 Cardinal Financial Corp shares in Q2 2017, an estimated $57K.
  • Burt Wealth Advisors first reported a position in Cardinal Financial Corp in Q4 2014 and held it in 10 quarters.
  • Burt Wealth Advisors's Cardinal Financial Corp position peaked at $62K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Cardinal Financial Corp as of Q2 2017.

Based on Burt Wealth Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.