Burt Wealth Advisors’s Warner Bros WBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-20	Closed	-$1K	–	398
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	375
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	358
2018 Q1	$0	Hold	20	–	–	﹤0.01%	400
2017 Q4	$0	Hold	20	–	–	﹤0.01%	388
2017 Q3	$0	Hold	20	–	–	﹤0.01%	409
2017 Q2	$0	Hold	20	–	–	﹤0.01%	422
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	342
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	383
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	385
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	395
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	570
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	507
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	379
2015 Q2	$665K	Hold	20	–	–	0.72%	25
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	345
2014 Q4	$2K	Buy	+20	New	+$693	﹤0.01%	312

Other funds holding WBD

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burt Wealth Advisors's WBD Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Warner Bros (WBD) in Q4 2018, closing a stake of 20 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in WBD in Q4 2014 and held it in 16 quarters. The position peaked at $665K in Q2 2015. 505 funds tracked by Wall St. Rank hold WBD as of Q4 2018.

Burt Wealth Advisors reported no remaining Warner Bros position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 20 Warner Bros shares in Q4 2018, an estimated $1K.
Burt Wealth Advisors first reported a position in Warner Bros in Q4 2014 and held it in 16 quarters.
Burt Wealth Advisors's Warner Bros position peaked at $665K in Q2 2015.
505 funds tracked by Wall St. Rank held Warner Bros as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.