Burt Wealth Advisors’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-270	Closed	-$5K	–	412
2016 Q4	$5K	Hold	270	–	–	﹤0.01%	327
2016 Q3	$5K	Hold	270	–	–	0.01%	324
2016 Q2	$5K	Hold	270	–	–	0.01%	326
2016 Q1	$5K	Hold	270	–	–	﹤0.01%	392
2015 Q4	$5K	Hold	270	–	–	﹤0.01%	382
2015 Q3	$5K	Sell	270 -280	-51%	-$6.13K	0.01%	312
2015 Q2	$13K	Hold	550	–	–	0.01%	247
2015 Q1	$13K	Hold	550	–	–	0.01%	224
2014 Q4	$13K	Buy	+550	New	+$13K	0.01%	217

Other funds holding HVPW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Burt Wealth Advisors sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q1 2017, closing a stake of 270 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in HVPW in Q4 2014 and held it in 9 quarters. The position peaked at $13K in Q2 2015. 22 funds tracked by Wall St. Rank hold HVPW as of Q1 2017.

Burt Wealth Advisors reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q1 2017 after selling out during the quarter.
Burt Wealth Advisors sold 270 U.S. Equity High Volatility Put Write Index Fund shares in Q1 2017, an estimated $5K.
Burt Wealth Advisors first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2014 and held it in 9 quarters.
Burt Wealth Advisors's U.S. Equity High Volatility Put Write Index Fund position peaked at $13K in Q2 2015.
22 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q1 2017.

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