BWA
CNL

Burt Wealth Advisors’s CLECO CRP (HOLDING CO) CNL Stock Holding History

Burt Wealth Advisors’s Portfolio CNL Stock Details CNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-17
Closed -$1K – 616
2016
Q1 		$1K Buy
+17
New +$864 ﹤0.01% 606

Other funds holding CNL

RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

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

Burt Wealth Advisors sold out of CLECO CRP (HOLDING CO) (CNL) in Q2 2016, closing a stake of 17 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in CNL in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 1 fund tracked by Wall St. Rank holds CNL as of Q2 2016.

  • Burt Wealth Advisors reported no remaining CLECO CRP (HOLDING CO) position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 17 CLECO CRP (HOLDING CO) shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in CLECO CRP (HOLDING CO) in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's CLECO CRP (HOLDING CO) position peaked at $1K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held CLECO CRP (HOLDING CO) as of Q2 2016.

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