Burt Wealth Advisors’s PBF Energy PBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-47	Closed	–	–	278
2020 Q4	$0	Hold	47	–	–	﹤0.01%	411
2020 Q3	$0	Hold	47	–	–	﹤0.01%	427
2020 Q2	$0	Hold	47	–	–	﹤0.01%	432
2020 Q1	$0	Buy	+47	New	+$1.05K	﹤0.01%	421
2016 Q3	–	Sell	-459	Closed	-$10K	–	423
2016 Q2	$10K	Hold	459	–	–	0.01%	264
2016 Q1	$15K	Hold	459	–	–	0.01%	283
2015 Q4	$16K	Buy	+459	New	+$16.2K	0.01%	232

Other funds holding PBF

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Burt Wealth Advisors's PBF Position: Q1 2021 in Review

Burt Wealth Advisors sold out of PBF Energy (PBF) in Q1 2021, closing a stake of 47 shares.

Burt Wealth Advisors first reported a position in PBF in Q4 2015 and held it in 7 quarters. The position peaked at $16K in Q4 2015. 194 funds tracked by Wall St. Rank hold PBF as of Q1 2021.

Burt Wealth Advisors reported no remaining PBF Energy position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 47 PBF Energy shares in Q1 2021.
Burt Wealth Advisors first reported a position in PBF Energy in Q4 2015 and held it in 7 quarters.
Burt Wealth Advisors's PBF Energy position peaked at $16K in Q4 2015.
194 funds tracked by Wall St. Rank held PBF Energy as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.