Burt Wealth Advisors’s Paychex PAYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-252	Closed	-$12K	–	365
2014 Q4	$12K	Buy	+252	New	+$11.6K	0.01%	220

Other funds holding PAYX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Burt Wealth Advisors's PAYX Position: Q1 2015 in Review

Burt Wealth Advisors sold out of Paychex (PAYX) in Q1 2015, closing a stake of 252 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in PAYX in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 755 funds tracked by Wall St. Rank hold PAYX as of Q1 2015.

Burt Wealth Advisors reported no remaining Paychex position as of Q1 2015 after selling out during the quarter.
Burt Wealth Advisors sold 252 Paychex shares in Q1 2015, an estimated $12K.
Burt Wealth Advisors first reported a position in Paychex in Q4 2014 and held it in 1 quarter.
Burt Wealth Advisors's Paychex position peaked at $12K in Q4 2014.
755 funds tracked by Wall St. Rank held Paychex as of Q1 2015.

Based on Burt Wealth Advisors's 13F filing for Q1 2015, filed 1 May 2015.