BWA
WW

Burt Wealth Advisors’s WW International WW Stock Holding History

Burt Wealth Advisors’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-385
Closed -$12K – 413
2017
Q2 		$12K Buy
+385
New +$9.3K 0.01% 287
2017
Q1 		– Sell
-385
Closed -$4K – 394
2016
Q4 		$4K Hold
385
– – ﹤0.01% 335
2016
Q3 		$3K Hold
385
– – ﹤0.01% 348
2016
Q2 		$4K Hold
385
– – ﹤0.01% 336
2016
Q1 		$6K Buy
+385
New +$5.23K 0.01% 368

Other funds holding WW

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return