Burt Wealth Advisors’s News Corp Class A NWSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-317	Closed	-$4K	–	361
2019 Q1	$4K	Hold	317	–	–	﹤0.01%	312
2018 Q4	$4K	Hold	317	–	–	﹤0.01%	310
2018 Q3	$4K	Hold	317	–	–	﹤0.01%	330
2018 Q2	$5K	Hold	317	–	–	﹤0.01%	309
2018 Q1	$5K	Sell	317 -25	-7%	-$411	﹤0.01%	317
2017 Q4	$6K	Buy	342 +25	+8%	+$374	﹤0.01%	300
2017 Q3	$4K	Hold	317	–	–	﹤0.01%	309
2017 Q2	$4K	Hold	317	–	–	﹤0.01%	346
2017 Q1	$4K	Hold	317	–	–	﹤0.01%	307
2016 Q4	$4K	Hold	317	–	–	﹤0.01%	331
2016 Q3	$4K	Hold	317	–	–	﹤0.01%	329
2016 Q2	$3K	Hold	317	–	–	﹤0.01%	347
2016 Q1	$4K	Hold	317	–	–	﹤0.01%	404
2015 Q4	$4K	Hold	317	–	–	﹤0.01%	403
2015 Q3	$4K	Hold	317	–	–	0.01%	320
2015 Q2	$5K	Hold	317	–	–	0.01%	317
2015 Q1	$5K	Hold	317	–	–	0.01%	289
2014 Q4	$5K	Buy	+317	New	+$4.87K	0.01%	275

Other funds holding NWSA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Burt Wealth Advisors's NWSA Position: Q2 2019 in Review

Burt Wealth Advisors sold out of News Corp Class A (NWSA) in Q2 2019, closing a stake of 317 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in NWSA in Q4 2014 and held it in 18 quarters. The position peaked at $6K in Q4 2017. 353 funds tracked by Wall St. Rank hold NWSA as of Q2 2019.

Burt Wealth Advisors reported no remaining News Corp Class A position as of Q2 2019 after selling out during the quarter.
Burt Wealth Advisors sold 317 News Corp Class A shares in Q2 2019, an estimated $4K.
Burt Wealth Advisors first reported a position in News Corp Class A in Q4 2014 and held it in 18 quarters.
Burt Wealth Advisors's News Corp Class A position peaked at $6K in Q4 2017.
353 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.