Burt Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Burt Wealth Advisors’s Portfolio EPAM Stock Details EPAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-300	Closed	-$19.3K	–	409
2016 Q3	$20K	Hold	300	–	–	0.02%	218
2016 Q2	$19K	Sell	300 -6	-2%	-$438	0.02%	217
2016 Q1	$23K	Buy	306 +6	+2%	+$415	0.02%	231
2015 Q4	$23K	Buy	300 +100	+50%	+$7.8K	0.02%	193
2015 Q3	$14K	Sell	200 -200	-50%	-$14.4K	0.02%	212
2015 Q2	$28K	Buy	400 +300	+300%	+$20.6K	0.03%	178
2015 Q1	$6K	Sell	100 -200	-67%	-$10.9K	0.01%	274
2014 Q4	$14K	Buy	+300	New	+$14.1K	0.01%	209

Other funds holding EPAM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCP

RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Burt Wealth Advisors's EPAM Position: Q4 2016 in Review

Burt Wealth Advisors sold out of EPAM Systems (EPAM) in Q4 2016, closing a stake of 300 shares — an estimated $19.3K sold.

Burt Wealth Advisors first reported a position in EPAM in Q4 2014 and held it in 8 quarters. The position peaked at $28K in Q2 2015. 203 funds tracked by Wall St. Rank hold EPAM as of Q4 2016.

Burt Wealth Advisors reported no remaining EPAM Systems position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 300 EPAM Systems shares in Q4 2016, an estimated $19.3K.
Burt Wealth Advisors first reported a position in EPAM Systems in Q4 2014 and held it in 8 quarters.
Burt Wealth Advisors's EPAM Systems position peaked at $28K in Q2 2015.
203 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.