Burt Wealth Advisors’s Graham Holdings Company GHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10	Closed	-$6K	–	375
2018 Q1	$6K	Hold	10	–	–	﹤0.01%	307
2017 Q4	$6K	Hold	10	–	–	﹤0.01%	299
2017 Q3	$6K	Hold	10	–	–	﹤0.01%	292
2017 Q2	$5K	Hold	10	–	–	﹤0.01%	332
2017 Q1	$6K	Hold	10	–	–	﹤0.01%	288
2016 Q4	$5K	Hold	10	–	–	﹤0.01%	320
2016 Q3	$4K	Hold	10	–	–	﹤0.01%	327
2016 Q2	$4K	Hold	10	–	–	﹤0.01%	330
2016 Q1	$5K	Hold	10	–	–	﹤0.01%	380
2015 Q4	$4K	Hold	10	–	–	﹤0.01%	399
2015 Q3	$5K	Sell	10 -7	-41%	-$4.62K	0.01%	306
2015 Q2	$11K	Hold	17	–	–	0.01%	261
2015 Q1	$10K	Hold	17	–	–	0.01%	243
2014 Q4	$9K	Buy	+17	New	+$8.37K	0.01%	236

Other funds holding GHC

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Burt Wealth Advisors's GHC Position: Q2 2018 in Review

Burt Wealth Advisors sold out of Graham Holdings Company (GHC) in Q2 2018, closing a stake of 10 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in GHC in Q4 2014 and held it in 14 quarters. The position peaked at $11K in Q2 2015. 240 funds tracked by Wall St. Rank hold GHC as of Q2 2018.

Burt Wealth Advisors reported no remaining Graham Holdings Company position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 10 Graham Holdings Company shares in Q2 2018, an estimated $6K.
Burt Wealth Advisors first reported a position in Graham Holdings Company in Q4 2014 and held it in 14 quarters.
Burt Wealth Advisors's Graham Holdings Company position peaked at $11K in Q2 2015.
240 funds tracked by Wall St. Rank held Graham Holdings Company as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.