BWA
TRAK

Burt Wealth Advisors’s DEALERTRACK TECHNOLOGIES, INC. COM STK TRAK Stock Holding History

Burt Wealth Advisors’s Portfolio TRAK Stock Details TRAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$12K – 551
2015
Q3 		$12K Hold
200
– – 0.01% 239
2015
Q2 		$12K Hold
200
– – 0.01% 259
2015
Q1 		$8K Hold
200
– – 0.01% 265
2014
Q4 		$9K Buy
+200
New +$8.91K 0.01% 244

Other funds holding TRAK

DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Burt Wealth Advisors's TRAK Position: Q4 2015 in Review

Burt Wealth Advisors sold out of DEALERTRACK TECHNOLOGIES, INC. COM STK (TRAK) in Q4 2015, closing a stake of 200 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in TRAK in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 1 fund tracked by Wall St. Rank holds TRAK as of Q4 2015.

  • Burt Wealth Advisors reported no remaining DEALERTRACK TECHNOLOGIES, INC. COM STK position as of Q4 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 200 DEALERTRACK TECHNOLOGIES, INC. COM STK shares in Q4 2015, an estimated $12K.
  • Burt Wealth Advisors first reported a position in DEALERTRACK TECHNOLOGIES, INC. COM STK in Q4 2014 and held it in 4 quarters.
  • Burt Wealth Advisors's DEALERTRACK TECHNOLOGIES, INC. COM STK position peaked at $12K in Q3 2015.
  • 1 fund tracked by Wall St. Rank held DEALERTRACK TECHNOLOGIES, INC. COM STK as of Q4 2015.

Based on Burt Wealth Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.