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Burt Wealth Advisors’s eHealth EHTH Stock Holding History

Burt Wealth Advisors’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16
Closed -$2K – 411
2020
Q1 		$2K Buy
+16
New +$1.83K ﹤0.01% 342
2019
Q4 		– Sell
-21
Closed -$1K – 338
2019
Q3 		$1K Sell
21
-4
-16% -$361 ﹤0.01% 328
2019
Q2 		$2K Buy
+25
New +$1.68K ﹤0.01% 318

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Burt Wealth Advisors's EHTH Position: Q2 2020 in Review

Burt Wealth Advisors sold out of eHealth (EHTH) in Q2 2020, closing a stake of 16 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in EHTH in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 253 funds tracked by Wall St. Rank hold EHTH as of Q2 2020.

  • Burt Wealth Advisors reported no remaining eHealth position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 16 eHealth shares in Q2 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in eHealth in Q2 2019 and held it in 3 quarters.
  • Burt Wealth Advisors's eHealth position peaked at $2K in Q1 2020.
  • 253 funds tracked by Wall St. Rank held eHealth as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.