Burt Wealth Advisors’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,200	Closed	-$39K	–	368
2018 Q3	$39K	Hold	1,200	–	–	0.02%	197
2018 Q2	$40K	Hold	1,200	–	–	0.02%	193
2018 Q1	$44K	Hold	1,200	–	–	0.02%	191
2017 Q4	$43K	Buy	+1,200	New	+$41.7K	0.03%	194

Other funds holding GEM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Burt Wealth Advisors's GEM Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q4 2018, closing a stake of 1,200 shares — an estimated $39K sold.

Burt Wealth Advisors first reported a position in GEM in Q4 2017 and held it in 4 quarters. The position peaked at $44K in Q1 2018. 95 funds tracked by Wall St. Rank hold GEM as of Q4 2018.

Burt Wealth Advisors reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 1,200 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q4 2018, an estimated $39K.
Burt Wealth Advisors first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q4 2017 and held it in 4 quarters.
Burt Wealth Advisors's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $44K in Q1 2018.
95 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.