Burt Wealth Advisors’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-250	Closed	-$9K	–	549
2016 Q1	$9K	Buy	+250	New	+$8.06K	0.01%	335

Other funds holding STX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Seagate (STX) in Q2 2016, closing a stake of 250 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in STX in Q1 2016 and held it in 1 quarter. The position peaked at $9K in Q1 2016. 436 funds tracked by Wall St. Rank hold STX as of Q2 2016.

Burt Wealth Advisors reported no remaining Seagate position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 250 Seagate shares in Q2 2016, an estimated $9K.
Burt Wealth Advisors first reported a position in Seagate in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Seagate position peaked at $9K in Q1 2016.
436 funds tracked by Wall St. Rank held Seagate as of Q2 2016.

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