Burt Wealth Advisors’s Piper Sandler PIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-396	Closed	-$6K	–	382
2017 Q3	$6K	Hold	396	–	–	﹤0.01%	293
2017 Q2	$5K	Hold	396	–	–	﹤0.01%	336
2017 Q1	$6K	Hold	396	–	–	﹤0.01%	290
2016 Q4	$7K	Sell	396 -140	-26%	-$2.21K	0.01%	301
2016 Q3	$6K	Hold	536	–	–	0.01%	301
2016 Q2	$5K	Hold	536	–	–	0.01%	316
2016 Q1	$7K	Hold	536	–	–	0.01%	357
2015 Q4	$5K	Hold	536	–	–	﹤0.01%	373
2015 Q3	$6K	Hold	536	–	–	0.01%	300
2015 Q2	$6K	Hold	536	–	–	0.01%	307
2015 Q1	$7K	Hold	536	–	–	0.01%	270
2014 Q4	$8K	Buy	+536	New	+$7.36K	0.01%	250

Other funds holding PIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

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

LSV Asset Management

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

Bank of New York Mellon

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM