Burt Wealth Advisors’s Halozyme HALO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-901	Closed	-$9K	–	368
2016 Q4	$9K	Buy	+901	New	+$9.87K	0.01%	283

Other funds holding HALO

Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

SAM

Senzar Asset Management New York $34.7M AUM 0.56% 1-Year Est. Return

Burt Wealth Advisors's HALO Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Halozyme (HALO) in Q1 2017, closing a stake of 901 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in HALO in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 160 funds tracked by Wall St. Rank hold HALO as of Q1 2017.

Burt Wealth Advisors reported no remaining Halozyme position as of Q1 2017 after selling out during the quarter.
Burt Wealth Advisors sold 901 Halozyme shares in Q1 2017, an estimated $9K.
Burt Wealth Advisors first reported a position in Halozyme in Q4 2016 and held it in 1 quarter.
Burt Wealth Advisors's Halozyme position peaked at $9K in Q4 2016.
160 funds tracked by Wall St. Rank held Halozyme as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.