Burt Wealth Advisors’s Gen Digital GEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-543	Closed	-$11K	–	689
2015 Q4	$11K	Buy	+543	New	+$11K	0.01%	263

Other funds holding GEN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

BIT

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

BFA

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

Burt Wealth Advisors's GEN Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Gen Digital (GEN) in Q1 2016, closing a stake of 543 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in GEN in Q4 2015 and held it in 1 quarter. The position peaked at $11K in Q4 2015. 531 funds tracked by Wall St. Rank hold GEN as of Q1 2016.

Burt Wealth Advisors reported no remaining Gen Digital position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 543 Gen Digital shares in Q1 2016, an estimated $11K.
Burt Wealth Advisors first reported a position in Gen Digital in Q4 2015 and held it in 1 quarter.
Burt Wealth Advisors's Gen Digital position peaked at $11K in Q4 2015.
531 funds tracked by Wall St. Rank held Gen Digital as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.