Burt Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-761	Closed	-$31K	–	413
2016 Q4	$31K	Hold	761	–	–	0.03%	202
2016 Q3	$32K	Hold	761	–	–	0.03%	186
2016 Q2	$27K	Sell	761 -80	-10%	-$2.55K	0.03%	195
2016 Q1	$26K	Buy	841 +150	+22%	+$4.23K	0.02%	222
2015 Q4	$16K	Hold	691	–	–	0.01%	234
2015 Q3	$18K	Hold	691	–	–	0.02%	193
2015 Q2	$23K	Hold	691	–	–	0.03%	191
2015 Q1	$25K	Hold	691	–	–	0.03%	174
2014 Q4	$25K	Buy	+691	New	+$26K	0.03%	178

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Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

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Thrivent Financial for Lutherans

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Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return