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Burt Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Burt Wealth Advisors’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4
Closed -$1K – 391
2017
Q2 		$1K Buy
+4
New +$1.75K ﹤0.01% 391

Other funds holding REGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Burt Wealth Advisors's REGN Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q3 2017, closing a stake of 4 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in REGN in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 605 funds tracked by Wall St. Rank hold REGN as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 4 Regeneron Pharmaceuticals shares in Q3 2017, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2017 and held it in 1 quarter.
  • Burt Wealth Advisors's Regeneron Pharmaceuticals position peaked at $1K in Q2 2017.
  • 605 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.