BWA
EFAX icon

Burt Wealth Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Burt Wealth Advisors’s Portfolio EFAX Stock Details EFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,140
Closed -$41K – 373
2017
Q3 		$41K Buy
+1,140
New +$39.9K 0.03% 190

Other funds holding EFAX

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Burt Wealth Advisors's EFAX Position: Q4 2017 in Review

Burt Wealth Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q4 2017, closing a stake of 1,140 shares — an estimated $41K sold.

Burt Wealth Advisors first reported a position in EFAX in Q3 2017 and held it in 1 quarter. The position peaked at $41K in Q3 2017. 9 funds tracked by Wall St. Rank hold EFAX as of Q4 2017.

  • Burt Wealth Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q4 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,140 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2017, an estimated $41K.
  • Burt Wealth Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q3 2017 and held it in 1 quarter.
  • Burt Wealth Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $41K in Q3 2017.
  • 9 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2017.

Based on Burt Wealth Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.