Burt Wealth Advisors’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-717	Closed	-$20K	–	383
2017 Q3	$20K	Buy	+717	New	+$19.9K	0.01%	233

Other funds holding SMMV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Burt Wealth Advisors's SMMV Position: Q4 2017 in Review

Burt Wealth Advisors sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q4 2017, closing a stake of 717 shares — an estimated $20K sold.

Burt Wealth Advisors first reported a position in SMMV in Q3 2017 and held it in 1 quarter. The position peaked at $20K in Q3 2017. 11 funds tracked by Wall St. Rank hold SMMV as of Q4 2017.

Burt Wealth Advisors reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
Burt Wealth Advisors sold 717 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q4 2017, an estimated $20K.
Burt Wealth Advisors first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q3 2017 and held it in 1 quarter.
Burt Wealth Advisors's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $20K in Q3 2017.
11 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q4 2017.

Based on Burt Wealth Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.