BWA
VMW

Burt Wealth Advisors’s VMware, Inc VMW Stock Holding History

Burt Wealth Advisors’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-32
Closed -$3K – 412
2015
Q2 		$3K Hold
32
– – ﹤0.01% 337
2015
Q1 		$3K Hold
32
– – ﹤0.01% 309
2014
Q4 		$3K Buy
+32
New +$2.73K ﹤0.01% 299

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Burt Wealth Advisors's VMW Position: Q3 2015 in Review

Burt Wealth Advisors sold out of VMware, Inc (VMW) in Q3 2015, closing a stake of 32 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in VMW in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q2 2015. 368 funds tracked by Wall St. Rank hold VMW as of Q3 2015.

  • Burt Wealth Advisors reported no remaining VMware, Inc position as of Q3 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 32 VMware, Inc shares in Q3 2015, an estimated $3K.
  • Burt Wealth Advisors first reported a position in VMware, Inc in Q4 2014 and held it in 3 quarters.
  • Burt Wealth Advisors's VMware, Inc position peaked at $3K in Q2 2015.
  • 368 funds tracked by Wall St. Rank held VMware, Inc as of Q3 2015.

Based on Burt Wealth Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.