BWA
PARA

Burt Wealth Advisors’s Paramount Global Class B PARA Stock Holding History

Burt Wealth Advisors’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-637
Closed -$40K – 384
2017
Q2 		$40K Buy
+637
New +$40.8K 0.03% 206
2016
Q3 		– Sell
-670
Closed -$36K – 422
2016
Q2 		$36K Buy
670
+469
+233% +$25.5K 0.04% 177
2016
Q1 		$11K Buy
+201
New +$9.78K 0.01% 314
2015
Q3 		– Sell
-150
Closed -$8K – 409
2015
Q2 		$8K Hold
150
– – 0.01% 288
2015
Q1 		$9K Hold
150
– – 0.01% 251
2014
Q4 		$8K Buy
+150
New +$7.99K 0.01% 249

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Paramount Global Class B (PARA) in Q3 2017, closing a stake of 637 shares — an estimated $40K sold.

Burt Wealth Advisors first reported a position in PARA in Q4 2014 and held it in 6 quarters. The position peaked at $40K in Q2 2017. 731 funds tracked by Wall St. Rank hold PARA as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Paramount Global Class B position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 637 Paramount Global Class B shares in Q3 2017, an estimated $40K.
  • Burt Wealth Advisors first reported a position in Paramount Global Class B in Q4 2014 and held it in 6 quarters.
  • Burt Wealth Advisors's Paramount Global Class B position peaked at $40K in Q2 2017.
  • 731 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2017.

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