BWA
QEP

Burt Wealth Advisors’s QEP RESOURCES, INC. QEP Stock Holding History

Burt Wealth Advisors’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,100
Closed -$16K – 585
2016
Q1 		$16K Buy
+1,100
New +$12.7K 0.01% 278

Other funds holding QEP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Burt Wealth Advisors's QEP Position: Q2 2016 in Review

Burt Wealth Advisors sold out of QEP RESOURCES, INC. (QEP) in Q2 2016, closing a stake of 1,100 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in QEP in Q1 2016 and held it in 1 quarter. The position peaked at $16K in Q1 2016. 327 funds tracked by Wall St. Rank hold QEP as of Q2 2016.

  • Burt Wealth Advisors reported no remaining QEP RESOURCES, INC. position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,100 QEP RESOURCES, INC. shares in Q2 2016, an estimated $16K.
  • Burt Wealth Advisors first reported a position in QEP RESOURCES, INC. in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's QEP RESOURCES, INC. position peaked at $16K in Q1 2016.
  • 327 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.