Burt Wealth Advisors’s Stock Split Index Fund TOFR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-500	Closed	-$8K	–	604
2016 Q1	$8K	Hold	500	–	–	0.01%	351
2015 Q4	$7K	Hold	500	–	–	0.01%	336
2015 Q3	$7K	Hold	500	–	–	0.01%	292
2015 Q2	$8K	Sell	500 -300	-38%	-$4.9K	0.01%	292
2015 Q1	$12K	Hold	800	–	–	0.01%	233
2014 Q4	$13K	Buy	+800	New	+$12.2K	0.01%	216

Other funds holding TOFR

LTFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Stock Split Index Fund (TOFR) in Q2 2016, closing a stake of 500 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in TOFR in Q4 2014 and held it in 6 quarters. The position peaked at $13K in Q4 2014. 3 funds tracked by Wall St. Rank hold TOFR as of Q2 2016.

Burt Wealth Advisors reported no remaining Stock Split Index Fund position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 500 Stock Split Index Fund shares in Q2 2016, an estimated $8K.
Burt Wealth Advisors first reported a position in Stock Split Index Fund in Q4 2014 and held it in 6 quarters.
Burt Wealth Advisors's Stock Split Index Fund position peaked at $13K in Q4 2014.
3 funds tracked by Wall St. Rank held Stock Split Index Fund as of Q2 2016.

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