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Burt Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Burt Wealth Advisors’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-325
Closed -$16K – 396
2015
Q1 		$16K Buy
+325
New +$15.5K 0.02% 207

Other funds holding GNRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Burt Wealth Advisors's GNRC Position: Q2 2015 in Review

Burt Wealth Advisors sold out of Generac Holdings (GNRC) in Q2 2015, closing a stake of 325 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in GNRC in Q1 2015 and held it in 1 quarter. The position peaked at $16K in Q1 2015. 215 funds tracked by Wall St. Rank hold GNRC as of Q2 2015.

  • Burt Wealth Advisors reported no remaining Generac Holdings position as of Q2 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 325 Generac Holdings shares in Q2 2015, an estimated $16K.
  • Burt Wealth Advisors first reported a position in Generac Holdings in Q1 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Generac Holdings position peaked at $16K in Q1 2015.
  • 215 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2015.

Based on Burt Wealth Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.