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Burt Wealth Advisors’s Trimble TRMB Stock Holding History

Burt Wealth Advisors’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-550
Closed -$17K – 389
2016
Q4 		$17K Buy
+550
New +$15.8K 0.02% 244
2016
Q2 		– Sell
-50
Closed -$1K – 557
2016
Q1 		$1K Buy
+50
New +$1.1K ﹤0.01% 561

Other funds holding TRMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Burt Wealth Advisors's TRMB Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Trimble (TRMB) in Q1 2017, closing a stake of 550 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in TRMB in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 377 funds tracked by Wall St. Rank hold TRMB as of Q1 2017.

  • Burt Wealth Advisors reported no remaining Trimble position as of Q1 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 550 Trimble shares in Q1 2017, an estimated $17K.
  • Burt Wealth Advisors first reported a position in Trimble in Q1 2016 and held it in 2 quarters.
  • Burt Wealth Advisors's Trimble position peaked at $17K in Q4 2016.
  • 377 funds tracked by Wall St. Rank held Trimble as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.