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Burt Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Burt Wealth Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-75
Closed -$3K – 371
2016
Q4 		$3K Buy
+75
New +$2.65K ﹤0.01% 344

Other funds holding MAIN

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Main Street Capital (MAIN) in Q1 2017, closing a stake of 75 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in MAIN in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 177 funds tracked by Wall St. Rank hold MAIN as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Main Street Capital position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 75 Main Street Capital shares in Q1 2017, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Main Street Capital in Q4 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Main Street Capital position peaked at $3K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2017.

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