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Burt Wealth Advisors’s TriNet TNET Stock Holding History

Burt Wealth Advisors’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-500
Closed -$5K – 718
2015
Q4 		$5K Hold
500
– – ﹤0.01% 374
2015
Q3 		$4K Sell
500
-600
-55% -$12.3K 0.01% 323
2015
Q2 		$13K Hold
1,100
– – 0.01% 243
2015
Q1 		$13K Buy
1,100
+250
+29% +$8.61K 0.01% 220
2014
Q4 		$8K Buy
+850
New +$25K 0.01% 254

Other funds holding TNET

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burt Wealth Advisors's TNET Position: Q1 2016 in Review

Burt Wealth Advisors sold out of TriNet (TNET) in Q1 2016, closing a stake of 500 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in TNET in Q4 2014 and held it in 5 quarters. The position peaked at $13K in Q2 2015. 133 funds tracked by Wall St. Rank hold TNET as of Q1 2016.

  • Burt Wealth Advisors reported no remaining TriNet position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 500 TriNet shares in Q1 2016, an estimated $5K.
  • Burt Wealth Advisors first reported a position in TriNet in Q4 2014 and held it in 5 quarters.
  • Burt Wealth Advisors's TriNet position peaked at $13K in Q2 2015.
  • 133 funds tracked by Wall St. Rank held TriNet as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.