BWA
FNFG

Burt Wealth Advisors’s FIRST NIAGARA FINANCIAL GROUP INC FNFG Stock Holding History

Burt Wealth Advisors’s Portfolio FNFG Stock Details FNFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-250
Closed -$2K – 610
2016
Q1 		$2K Sell
250
-1,163
-82% -$11.2K ﹤0.01% 469
2015
Q4 		$15K Buy
+1,413
New +$15.1K 0.01% 241

Other funds holding FNFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Burt Wealth Advisors sold out of FIRST NIAGARA FINANCIAL GROUP INC (FNFG) in Q2 2016, closing a stake of 250 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in FNFG in Q4 2015 and held it in 2 quarters. The position peaked at $15K in Q4 2015. 258 funds tracked by Wall St. Rank hold FNFG as of Q2 2016.

  • Burt Wealth Advisors reported no remaining FIRST NIAGARA FINANCIAL GROUP INC position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 250 FIRST NIAGARA FINANCIAL GROUP INC shares in Q2 2016, an estimated $2K.
  • Burt Wealth Advisors first reported a position in FIRST NIAGARA FINANCIAL GROUP INC in Q4 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's FIRST NIAGARA FINANCIAL GROUP INC position peaked at $15K in Q4 2015.
  • 258 funds tracked by Wall St. Rank held FIRST NIAGARA FINANCIAL GROUP INC as of Q2 2016.

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