Burt Wealth Advisors’s NLI Holdings NL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-220	Closed	-$1K	–	382
2017 Q2	$1K	Buy	+220	New	+$1.73K	﹤0.01%	388

Other funds holding NL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Burt Wealth Advisors sold out of NLI Holdings (NL) in Q3 2017, closing a stake of 220 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in NL in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 51 funds tracked by Wall St. Rank hold NL as of Q3 2017.

Burt Wealth Advisors reported no remaining NLI Holdings position as of Q3 2017 after selling out during the quarter.
Burt Wealth Advisors sold 220 NLI Holdings shares in Q3 2017, an estimated $1K.
Burt Wealth Advisors first reported a position in NLI Holdings in Q2 2017 and held it in 1 quarter.
Burt Wealth Advisors's NLI Holdings position peaked at $1K in Q2 2017.
51 funds tracked by Wall St. Rank held NLI Holdings as of Q3 2017.

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