BWA
GS.PRJ

Burt Wealth Advisors’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History

Burt Wealth Advisors’s Portfolio GS.PRJ Stock Details GS.PRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-500
Closed -$13K – 627
2016
Q1 		$13K Buy
+500
New +$12.4K 0.01% 302

Other funds holding GS.PRJ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
GJIC
Gamble Jones Investment Counsel Pasadena, California $1.33B AUM 11.55% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Burt Wealth Advisors's GS.PRJ Position: Q2 2016 in Review

Burt Wealth Advisors sold out of GOLDMAN SACHS GROUP, INC. 5.50% SER J (GS.PRJ) in Q2 2016, closing a stake of 500 shares — an estimated $13K sold.

Burt Wealth Advisors first reported a position in GS.PRJ in Q1 2016 and held it in 1 quarter. The position peaked at $13K in Q1 2016. 9 funds tracked by Wall St. Rank hold GS.PRJ as of Q2 2016.

  • Burt Wealth Advisors reported no remaining GOLDMAN SACHS GROUP, INC. 5.50% SER J position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 500 GOLDMAN SACHS GROUP, INC. 5.50% SER J shares in Q2 2016, an estimated $13K.
  • Burt Wealth Advisors first reported a position in GOLDMAN SACHS GROUP, INC. 5.50% SER J in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's GOLDMAN SACHS GROUP, INC. 5.50% SER J position peaked at $13K in Q1 2016.
  • 9 funds tracked by Wall St. Rank held GOLDMAN SACHS GROUP, INC. 5.50% SER J as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.