BWA
HAE icon

Burt Wealth Advisors’s Haemonetics HAE Stock Holding History

Burt Wealth Advisors’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-17
Closed -$1K – 479
2016
Q1 		$1K Sell
17
-74
-81% -$2.39K ﹤0.01% 510
2015
Q4 		$3K Buy
+91
New +$2.95K ﹤0.01% 430

Other funds holding HAE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Burt Wealth Advisors's HAE Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Haemonetics (HAE) in Q2 2016, closing a stake of 17 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in HAE in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 178 funds tracked by Wall St. Rank hold HAE as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Haemonetics position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 17 Haemonetics shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Haemonetics in Q4 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's Haemonetics position peaked at $3K in Q4 2015.
  • 178 funds tracked by Wall St. Rank held Haemonetics as of Q2 2016.

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