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Burt Wealth Advisors’s NOV NOV Stock Holding History

Burt Wealth Advisors’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-515
Closed -$19K – 373
2016
Q4 		$19K Buy
+515
New +$18.8K 0.02% 237
2015
Q2 		– Sell
-26
Closed -$1K – 399
2015
Q1 		$1K Hold
26
– – ﹤0.01% 341
2014
Q4 		$2K Buy
+26
New +$1.81K ﹤0.01% 308

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burt Wealth Advisors's NOV Position: Q1 2017 in Review

Burt Wealth Advisors sold out of NOV (NOV) in Q1 2017, closing a stake of 515 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in NOV in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q4 2016. 640 funds tracked by Wall St. Rank hold NOV as of Q1 2017.

  • Burt Wealth Advisors reported no remaining NOV position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 515 NOV shares in Q1 2017, an estimated $19K.
  • Burt Wealth Advisors first reported a position in NOV in Q4 2014 and held it in 3 quarters.
  • Burt Wealth Advisors's NOV position peaked at $19K in Q4 2016.
  • 640 funds tracked by Wall St. Rank held NOV as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.