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Burt Wealth Advisors’s Micron Technology MU Stock Holding History

Burt Wealth Advisors’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,575
Closed -$47K – 380
2017
Q2 		$47K Buy
1,575
+278
+21% +$8.13K 0.03% 189
2017
Q1 		$37K Sell
1,297
-525
-29% -$12.8K 0.03% 190
2016
Q4 		$40K Buy
1,822
+525
+40% +$9.86K 0.04% 181
2016
Q3 		$23K Sell
1,297
-733
-36% -$11.2K 0.02% 212
2016
Q2 		$27K Sell
2,030
-210
-9% -$2.39K 0.03% 192
2016
Q1 		$23K Buy
2,240
+2,148
+2,335% +$24K 0.02% 235
2015
Q4 		$5K Buy
+92
New +$1.47K ﹤0.01% 372

Other funds holding MU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Burt Wealth Advisors's MU Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Micron Technology (MU) in Q3 2017, closing a stake of 1,575 shares — an estimated $47K sold.

Burt Wealth Advisors first reported a position in MU in Q4 2015 and held it in 7 quarters. The position peaked at $47K in Q2 2017. 754 funds tracked by Wall St. Rank hold MU as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Micron Technology position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,575 Micron Technology shares in Q3 2017, an estimated $47K.
  • Burt Wealth Advisors first reported a position in Micron Technology in Q4 2015 and held it in 7 quarters.
  • Burt Wealth Advisors's Micron Technology position peaked at $47K in Q2 2017.
  • 754 funds tracked by Wall St. Rank held Micron Technology as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.