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Burt Wealth Advisors’s Costamare CMRE Stock Holding History

Burt Wealth Advisors’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-250
Closed -$2K – 440
2016
Q1 		$2K Buy
+250
New +$1.96K ﹤0.01% 446

Other funds holding CMRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burt Wealth Advisors's CMRE Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Costamare (CMRE) in Q2 2016, closing a stake of 250 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in CMRE in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 81 funds tracked by Wall St. Rank hold CMRE as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Costamare position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 Costamare shares in Q2 2016, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Costamare in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Costamare position peaked at $2K in Q1 2016.
  • 81 funds tracked by Wall St. Rank held Costamare as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.