BWA
RAD

Burt Wealth Advisors’s Rite Aid Corporation RAD Stock Holding History

Burt Wealth Advisors’s Portfolio RAD Stock Details RAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-103
Closed -$4K – 403
2018
Q2 		$4K Hold
103
– – ﹤0.01% 324
2018
Q1 		$3K Hold
103
– – ﹤0.01% 338
2017
Q4 		$4K Hold
103
– – ﹤0.01% 323
2017
Q3 		$4K Hold
103
– – ﹤0.01% 315
2017
Q2 		$6K Hold
103
– – ﹤0.01% 328
2017
Q1 		$9K Hold
103
– – 0.01% 269
2016
Q4 		$17K Hold
103
– – 0.02% 246
2016
Q3 		$15K Hold
103
– – 0.02% 239
2016
Q2 		$15K Hold
103
– – 0.02% 240
2016
Q1 		$17K Hold
103
– – 0.02% 269
2015
Q4 		$16K Hold
103
– – 0.01% 233
2015
Q3 		$12K Hold
103
– – 0.01% 237
2015
Q2 		$17K Hold
103
– – 0.02% 224
2015
Q1 		$13K Hold
103
– – 0.01% 221
2014
Q4 		$15K Buy
+103
New +$11.4K 0.02% 207

Other funds holding RAD

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return