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Burt Wealth Advisors’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Burt Wealth Advisors’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-70
Closed -$2K – 538
2015
Q3 		$2K Hold
70
– – ﹤0.01% 345
2015
Q2 		$3K Buy
+70
New +$3.21K ﹤0.01% 331

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ST
Sabal Trust St. Petersburg, Florida $1.8B AUM 8.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Burt Wealth Advisors's NFRA Position: Q4 2015 in Review

Burt Wealth Advisors sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q4 2015, closing a stake of 70 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in NFRA in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 19 funds tracked by Wall St. Rank hold NFRA as of Q4 2015.

  • Burt Wealth Advisors reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q4 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 70 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q4 2015, an estimated $2K.
  • Burt Wealth Advisors first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q2 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $3K in Q2 2015.
  • 19 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q4 2015.

Based on Burt Wealth Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.