BWA
SFR

Burt Wealth Advisors’s Starwood Waypoint Homes SFR Stock Holding History

Burt Wealth Advisors’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5
Closed -$1K – 607
2016
Q1 		$1K Buy
+5
New +$112 ﹤0.01% 600

Other funds holding SFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Starwood Waypoint Homes (SFR) in Q2 2016, closing a stake of 5 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in SFR in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 169 funds tracked by Wall St. Rank hold SFR as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Starwood Waypoint Homes position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 5 Starwood Waypoint Homes shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Starwood Waypoint Homes in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Starwood Waypoint Homes position peaked at $1K in Q1 2016.
  • 169 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q2 2016.

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