BWA
FNM

Burt Wealth Advisors’s FANNIE MAE FNM Stock Holding History

Burt Wealth Advisors’s Portfolio FNM Stock Details FNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,470
Closed -$8K – 438
2017
Q2 		$8K Hold
3,470
– – 0.01% 308
2017
Q1 		$9K Hold
3,470
– – 0.01% 270
2016
Q4 		$14K Hold
3,470
– – 0.01% 262
2016
Q3 		$5K Hold
3,470
– – 0.01% 325
2016
Q2 		$6K Hold
3,470
– – 0.01% 307
2016
Q1 		$5K Hold
3,470
– – ﹤0.01% 393
2015
Q4 		$5K Hold
3,470
– – ﹤0.01% 384
2015
Q3 		$7K Hold
3,470
– – 0.01% 294
2015
Q2 		$8K Buy
+3,470
New +$8K 0.01% 293

Other funds holding FNM

PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
VNA
VNBTrust National Association Charlottesville, Virginia $271M AUM 13.22% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LIC
Lodestar Investment Counsel Chicago, Illinois $974M AUM 13.79% 1-Year Est. Return

Burt Wealth Advisors's FNM Position: Q3 2017 in Review

Burt Wealth Advisors sold out of FANNIE MAE (FNM) in Q3 2017, closing a stake of 3,470 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in FNM in Q2 2015 and held it in 9 quarters. The position peaked at $14K in Q4 2016. 18 funds tracked by Wall St. Rank hold FNM as of Q3 2017.

  • Burt Wealth Advisors reported no remaining FANNIE MAE position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 3,470 FANNIE MAE shares in Q3 2017, an estimated $8K.
  • Burt Wealth Advisors first reported a position in FANNIE MAE in Q2 2015 and held it in 9 quarters.
  • Burt Wealth Advisors's FANNIE MAE position peaked at $14K in Q4 2016.
  • 18 funds tracked by Wall St. Rank held FANNIE MAE as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.