Burt Wealth Advisors Buys Vanguard Tax-Exempt Bond ETF, Newmont Goldcorp Corp, PNC Financial Services Group Inc, Sells American Express Co, Verizon Communications Inc, Goldcorp Inc

Rockville, MD, based Investment company Burt Wealth Advisors (Current Portfolio) buys Vanguard Tax-Exempt Bond ETF, Newmont Goldcorp Corp, PNC Financial Services Group Inc, United Bankshares Inc, SunTrust Banks Inc, sells American Express Co, Verizon Communications Inc, Goldcorp Inc, Vanguard Small-Cap Value ETF, iShares Select Dividend ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Burt Wealth Advisors. As of 2019Q2, Burt Wealth Advisors owns 328 stocks with a total value of $156 million. These are the details of the buys and sells.

For the details of Burt Wealth Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/burt+wealth+advisors/current-portfolio/portfolioportfolio

These are the top 5 holdings of Burt Wealth Advisors
  1. SPDR S&P 500 ETF Trust (SPY) - 69,429 shares, 13.05% of the total portfolio. Shares reduced by 1.48%
  2. iShares Edge MSCI USA Momentum Factor ETF (MTUM) - 168,392 shares, 12.82% of the total portfolio. Shares reduced by 0.95%
  3. Vanguard FTSE Emerging Markets ETF (VWO) - 418,926 shares, 11.43% of the total portfolio. Shares added by 0.42%
  4. Schwab U.S. TIPs ETF (SCHP) - 245,540 shares, 8.87% of the total portfolio. Shares added by 1.15%
  5. iShares MSCI Frontier 100 ETF (FM) - 407,473 shares, 7.74% of the total portfolio. Shares added by 1.46%
New Purchase: Newmont Goldcorp Corp (NEM)

Burt Wealth Advisors initiated holding in Newmont Goldcorp Corp. The purchase prices were between $29.93 and $38.47, with an estimated average price of $33.76. The stock is now traded at around $37.42. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,662 shares as of .

New Purchase: SunTrust Banks Inc (STI)

Burt Wealth Advisors initiated holding in SunTrust Banks Inc. The purchase prices were between $60.01 and $65.84, with an estimated average price of $62.84. The stock is now traded at around $61.00. The impact to a portfolio due to this purchase was 0.03%. The holding were 685 shares as of .

New Purchase: CannTrust Holdings Inc (CTST)

Burt Wealth Advisors initiated holding in CannTrust Holdings Inc. The purchase prices were between $4.93 and $8.01, with an estimated average price of $6.13. The stock is now traded at around $2.18. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,333 shares as of .

New Purchase: Sandy Spring Bancorp Inc (SASR)

Burt Wealth Advisors initiated holding in Sandy Spring Bancorp Inc. The purchase prices were between $31.91 and $35.67, with an estimated average price of $33.63. The stock is now traded at around $34.56. The impact to a portfolio due to this purchase was 0.01%. The holding were 597 shares as of .

New Purchase: Fox Corp (FOXA)

Burt Wealth Advisors initiated holding in Fox Corp. The purchase prices were between $34.01 and $39.4, with an estimated average price of $36.78. The stock is now traded at around $36.05. The impact to a portfolio due to this purchase was 0.01%. The holding were 423 shares as of .

New Purchase: Corteva Inc (CTVA)

Burt Wealth Advisors initiated holding in Corteva Inc. The purchase prices were between $24.81 and $29.57, with an estimated average price of $27.28. The stock is now traded at around $29.90. The impact to a portfolio due to this purchase was 0.01%. The holding were 571 shares as of .

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Burt Wealth Advisors added to a holding in Vanguard Tax-Exempt Bond ETF by 200.47%. The purchase prices were between $51.93 and $53.07, with an estimated average price of $52.52. The stock is now traded at around $53.63. The impact to a portfolio due to this purchase was 0.44%. The holding were 19,230 shares as of .

Added: PNC Financial Services Group Inc (PNC)

Burt Wealth Advisors added to a holding in PNC Financial Services Group Inc by 97.33%. The purchase prices were between $126.76 and $137.28, with an estimated average price of $132.2. The stock is now traded at around $132.91. The impact to a portfolio due to this purchase was 0.04%. The holding were 961 shares as of .

Added: United Bankshares Inc (UBSI)

Burt Wealth Advisors added to a holding in United Bankshares Inc by 290.40%. The purchase prices were between $35.78 and $39.71, with an estimated average price of $37.56. The stock is now traded at around $35.27. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,952 shares as of .

Added: Aurora Cannabis Inc (ACB)

Burt Wealth Advisors added to a holding in Aurora Cannabis Inc by 27.65%. The purchase prices were between $7.16 and $9.23, with an estimated average price of $8.38. The stock is now traded at around $6.19. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 4,340 shares as of .

Sold Out: KEYW Holding Corp (KEYW)

Burt Wealth Advisors sold out a holding in KEYW Holding Corp. The sale prices were between $7.85 and $11.44, with an estimated average price of $10.39.

Sold Out: Vanguard Small-Cap Value ETF (VBR)

Burt Wealth Advisors sold out a holding in Vanguard Small-Cap Value ETF. The sale prices were between $122.88 and $134.7, with an estimated average price of $130.02.

Sold Out: Goldcorp Inc (GG)

Burt Wealth Advisors sold out a holding in Goldcorp Inc. The sale prices were between $11.19 and $11.76, with an estimated average price of $11.55.

Sold Out: Blackstone Group Inc (BX)

Burt Wealth Advisors sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Sold Out: Aberdeen Emerging Markets Equity Income Inc (AEF)

Burt Wealth Advisors sold out a holding in Aberdeen Emerging Markets Equity Income Inc. The sale prices were between $6.91 and $7.62, with an estimated average price of $7.29.

Sold Out: Southern Co (SO)

Burt Wealth Advisors sold out a holding in Southern Co. The sale prices were between $51.2 and $56.28, with an estimated average price of $53.53.



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