BWA
MRC

Burt Wealth Advisors’s MRC Global MRC Stock Holding History

Burt Wealth Advisors’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-129
Closed -$1K – 257
2020
Q4 		$1K Hold
129
– – ﹤0.01% 371
2020
Q3 		$1K Hold
129
– – ﹤0.01% 377
2020
Q2 		$1K Hold
129
– – ﹤0.01% 384
2020
Q1 		$1K Buy
+129
New +$1.21K ﹤0.01% 380

Other funds holding MRC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Burt Wealth Advisors's MRC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of MRC Global (MRC) in Q1 2021, closing a stake of 129 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in MRC in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 142 funds tracked by Wall St. Rank hold MRC as of Q1 2021.

  • Burt Wealth Advisors reported no remaining MRC Global position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 129 MRC Global shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in MRC Global in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's MRC Global position peaked at $1K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held MRC Global as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.