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Burt Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History

Burt Wealth Advisors’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-170
Closed -$1K – 394
2015
Q1 		$1K Hold
170
– – ﹤0.01% 336
2014
Q4 		$1K Buy
+170
New +$1.48K ﹤0.01% 330

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Casablanca Capital New York $11.4M AUM 77.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Burt Wealth Advisors's CLF Position: Q2 2015 in Review

Burt Wealth Advisors sold out of Cleveland-Cliffs (CLF) in Q2 2015, closing a stake of 170 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in CLF in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 232 funds tracked by Wall St. Rank hold CLF as of Q2 2015.

  • Burt Wealth Advisors reported no remaining Cleveland-Cliffs position as of Q2 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 170 Cleveland-Cliffs shares in Q2 2015, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Cleveland-Cliffs in Q4 2014 and held it in 2 quarters.
  • Burt Wealth Advisors's Cleveland-Cliffs position peaked at $1K in Q1 2015.
  • 232 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2015.

Based on Burt Wealth Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.