Burt Wealth Advisors’s CVR Partners UAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-67	Closed	-$3K	–	420
2017 Q1	$3K	Buy	+67	New	+$3.79K	﹤0.01%	318

Other funds holding UAN

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

CNA Financial Chicago, Illinois $239M AUM 4.56% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burt Wealth Advisors's UAN Position: Q2 2017 in Review

Burt Wealth Advisors sold out of CVR Partners (UAN) in Q2 2017, closing a stake of 67 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in UAN in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 66 funds tracked by Wall St. Rank hold UAN as of Q2 2017.

Burt Wealth Advisors reported no remaining CVR Partners position as of Q2 2017 after selling out during the quarter.
Burt Wealth Advisors sold 67 CVR Partners shares in Q2 2017, an estimated $3K.
Burt Wealth Advisors first reported a position in CVR Partners in Q1 2017 and held it in 1 quarter.
Burt Wealth Advisors's CVR Partners position peaked at $3K in Q1 2017.
66 funds tracked by Wall St. Rank held CVR Partners as of Q2 2017.

Based on Burt Wealth Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.