Burt Wealth Advisors’s First American FAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-224	Closed	-$8K	–	411
2016 Q3	$8K	Hold	224	–	–	0.01%	279
2016 Q2	$9K	Hold	224	–	–	0.01%	270
2016 Q1	$9K	Hold	224	–	–	0.01%	330
2015 Q4	$8K	Buy	+224	New	+$8.56K	0.01%	303

Other funds holding FAF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Burt Wealth Advisors sold out of First American (FAF) in Q4 2016, closing a stake of 224 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in FAF in Q4 2015 and held it in 4 quarters. The position peaked at $9K in Q2 2016. 317 funds tracked by Wall St. Rank hold FAF as of Q4 2016.

Burt Wealth Advisors reported no remaining First American position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 224 First American shares in Q4 2016, an estimated $8K.
Burt Wealth Advisors first reported a position in First American in Q4 2015 and held it in 4 quarters.
Burt Wealth Advisors's First American position peaked at $9K in Q2 2016.
317 funds tracked by Wall St. Rank held First American as of Q4 2016.

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