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Burt Wealth Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

Burt Wealth Advisors’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2
Closed -$1K – 359
2014
Q4 		$1K Buy
+2
New +$71 ﹤0.01% 336

Other funds holding HAP

LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return

Burt Wealth Advisors's HAP Position: Q1 2015 in Review

Burt Wealth Advisors sold out of VanEck Natural Resources ETF (HAP) in Q1 2015, closing a stake of 2 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in HAP in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 21 funds tracked by Wall St. Rank hold HAP as of Q1 2015.

  • Burt Wealth Advisors reported no remaining VanEck Natural Resources ETF position as of Q1 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 2 VanEck Natural Resources ETF shares in Q1 2015, an estimated $1K.
  • Burt Wealth Advisors first reported a position in VanEck Natural Resources ETF in Q4 2014 and held it in 1 quarter.
  • Burt Wealth Advisors's VanEck Natural Resources ETF position peaked at $1K in Q4 2014.
  • 21 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2015.

Based on Burt Wealth Advisors's 13F filing for Q1 2015, filed 1 May 2015.