Burt Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,036	Closed	-$78K	–	390
2018 Q2	$78K	Buy	2,036 +980	+93%	+$38.1K	0.04%	146
2018 Q1	$40K	Sell	1,056 -1,024	-49%	-$41K	0.02%	200
2017 Q4	$83K	Sell	2,080 -696	-25%	-$27.1K	0.05%	141
2017 Q3	$105K	Hold	2,776	–	–	0.07%	123
2017 Q2	$101K	Buy	2,776 +1,372	+98%	+$49.6K	0.07%	120
2017 Q1	$50K	Buy	+1,404	New	+$48.7K	0.04%	164

Other funds holding MLRG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Burt Wealth Advisors's MLRG Position: Q3 2018 in Review

Burt Wealth Advisors sold out of iShares MSCI USA ETF (MLRG) in Q3 2018, closing a stake of 2,036 shares — an estimated $78K sold.

Burt Wealth Advisors first reported a position in MLRG in Q1 2017 and held it in 6 quarters. The position peaked at $105K in Q3 2017. 93 funds tracked by Wall St. Rank hold MLRG as of Q3 2018.

Burt Wealth Advisors reported no remaining iShares MSCI USA ETF position as of Q3 2018 after selling out during the quarter.
Burt Wealth Advisors sold 2,036 iShares MSCI USA ETF shares in Q3 2018, an estimated $78K.
Burt Wealth Advisors first reported a position in iShares MSCI USA ETF in Q1 2017 and held it in 6 quarters.
Burt Wealth Advisors's iShares MSCI USA ETF position peaked at $105K in Q3 2017.
93 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q3 2018.

Based on Burt Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.