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	–	393
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

Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burt Wealth Advisors's WW Position: Q3 2017 in Review

Burt Wealth Advisors sold out of WW International (WW) in Q3 2017, closing a stake of 385 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in WW in Q1 2016 and held it in 5 quarters. The position peaked at $12K in Q2 2017. 168 funds tracked by Wall St. Rank hold WW as of Q3 2017.

Burt Wealth Advisors reported no remaining WW International position as of Q3 2017 after selling out during the quarter.
Burt Wealth Advisors sold 385 WW International shares in Q3 2017, an estimated $12K.
Burt Wealth Advisors first reported a position in WW International in Q1 2016 and held it in 5 quarters.
Burt Wealth Advisors's WW International position peaked at $12K in Q2 2017.
168 funds tracked by Wall St. Rank held WW International as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.