BWA
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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 – 401
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% 392
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return