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Burt Wealth Advisors’s Teva Pharmaceuticals TEVA Stock Holding History

Burt Wealth Advisors’s Portfolio TEVA Stock Details TEVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,000
Closed -$18K – 385
2017
Q3 		$18K Sell
1,000
-222
-18% -$5K 0.01% 241
2017
Q2 		$40K Hold
1,222
– – 0.03% 207
2017
Q1 		$39K Sell
1,222
-120
-9% -$4.09K 0.03% 185
2016
Q4 		$49K Hold
1,342
– – 0.04% 173
2016
Q3 		$61K Sell
1,342
-350
-21% -$18.3K 0.07% 143
2016
Q2 		$84K Sell
1,692
-13
-0.8% -$692 0.09% 115
2016
Q1 		$91K Buy
1,705
+13
+0.8% +$763 0.08% 118
2015
Q4 		$111K Buy
1,692
+222
+15% +$13.7K 0.09% 96
2015
Q3 		$82K Hold
1,470
– – 0.1% 107
2015
Q2 		$87K Buy
1,470
+350
+31% +$21.6K 0.09% 115
2015
Q1 		$70K Sell
1,120
-110
-9% -$6.4K 0.07% 117
2014
Q4 		$72K Buy
+1,230
New +$68.5K 0.08% 117

Other funds holding TEVA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
Northern Cross Boston, Massachusetts $279M AUM 1.98% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Teva Pharmaceuticals (TEVA) in Q4 2017, closing a stake of 1,000 shares — an estimated $18K sold.

Burt Wealth Advisors first reported a position in TEVA in Q4 2014 and held it in 12 quarters. The position peaked at $111K in Q4 2015. 507 funds tracked by Wall St. Rank hold TEVA as of Q4 2017.

  • Burt Wealth Advisors reported no remaining Teva Pharmaceuticals position as of Q4 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,000 Teva Pharmaceuticals shares in Q4 2017, an estimated $18K.
  • Burt Wealth Advisors first reported a position in Teva Pharmaceuticals in Q4 2014 and held it in 12 quarters.
  • Burt Wealth Advisors's Teva Pharmaceuticals position peaked at $111K in Q4 2015.
  • 507 funds tracked by Wall St. Rank held Teva Pharmaceuticals as of Q4 2017.

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