Burt Wealth Advisors historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Burt Wealth Advisors opened 76 positions, added to 11, reduced 14 and sold out of 47.
- Q3 2016: Stock TYCO INTL PLC F; Country of operation —; Class FGO; Shares before 321.
- Q3 2016: Stock ENERGY TRANSFER PART LP; Country of operation —; Class MLP; Shares before 333.
- Q3 2016: Stock GENERAL MOTORS CO 16 WTS; Country of operation —; Class WAR; Shares before 292.
- Q3 2016: Stock W P GLIMCHER INCORPO; Country of operation —; Class RET; Shares before 270.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612041), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2016 | TYCO INTL PLC F
CUSIP G91442106 | | FGO | 321 | 0 | -321 | $13,000 | $0 | -$13,000 | 2016-10-26 |
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| Q3 2016 | ENERGY TRANSFER PART LP
CUSIP 29273R109 | | MLP | 333 | 0 | -333 | $12,000 | $0 | -$12,000 | 2016-10-26 |
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| Q3 2016 | GENERAL MOTORS CO 16 WTS
CUSIP 37045V118 | | WAR | 292 | 0 | -292 | $5,000 | $0 | -$5,000 | 2016-10-26 |
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| Q3 2016 | W P GLIMCHER INCORPO
CUSIP 92939N102 | | RET | 270 | 0 | -270 | $3,000 | $0 | -$3,000 | 2016-10-26 |
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| Q3 2016 | FOREST CITY REALTY T
CUSIP 345605208 | | RET | 150 | 0 | -150 | $3,000 | $0 | -$3,000 | 2016-10-26 |
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| Q3 2016 | FOREST CITY REALTY T
CUSIP 345605109 | | RET | 100 | 0 | -100 | $2,000 | $0 | -$2,000 | 2016-10-26 |
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| Q3 2016 | IQ GLOBAL AGRIBUSINESS
CUSIP 45409B834 | | UIE | 80 | 0 | -80 | $2,000 | $0 | -$2,000 | 2016-10-26 |
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| Q3 2016 | POWERSHARES S&P EMERGING
CUSIP 73937B662 | | UIE | 66 | 0 | -66 | $1,000 | $0 | -$1,000 | 2016-10-26 |
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| Q3 2016 | A O N PLC F
CUSIP G0408V102 | | FGO | 5 | 0 | -5 | $1,000 | $0 | -$1,000 | 2016-10-26 |
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| Q2 2016 | BLACKSTONE GROUP LP LP
CUSIP 09253U108 | United States | MLP | 2,687 | 0 | -2,687 | $75,000 | $0 | -$75,000 | 2016-07-22 |
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| Q2 2016 | POWERSHARES WATER RESC
CUSIP 73935X575 | | UIE | 2,300 | 0 | -2,300 | $51,000 | $0 | -$51,000 | 2016-07-22 |
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| Q2 2016 | SOVRAN SELF STORAGE,
CUSIP 84610H108 | | RET | 250 | 0 | -250 | $29,000 | $0 | -$29,000 | 2016-07-22 |
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| Q2 2016 | CANADIAN PAC RAILWAY F
CUSIP 13645T100 | | FGC | 200 | 0 | -200 | $27,000 | $0 | -$27,000 | 2016-07-22 |
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| Q2 2016 | MAGELLAN MIDSTREAM P LP
CUSIP 559080106 | | MLP | 300 | 0 | -300 | $21,000 | $0 | -$21,000 | 2016-07-22 |
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| Q2 2016 | EQT MIDSTREAM PNTRS LP
CUSIP 26885B100 | | MLP | 250 | 0 | -250 | $19,000 | $0 | -$19,000 | 2016-07-22 |
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| Q2 2016 | GOLDMAN SACHS 5.5% PFD
CUSIP 38145G308 | | PRE | 500 | 0 | -500 | $13,000 | $0 | -$13,000 | 2016-07-22 |
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| Q2 2016 | BANK OF AMER 6.625% PFD
CUSIP 60505740 | | PRE | 397 | 0 | -397 | $11,000 | $0 | -$11,000 | 2016-07-22 |
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| Q2 2016 | WELLS FARGO & CO 8% PFD
CUSIP 949746879 | | PRE | 250 | 0 | -250 | $7,000 | $0 | -$7,000 | 2016-07-22 |
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| Q2 2016 | AEGON NV 6.375% PFD
CUSIP 7924301 | | PRE | 250 | 0 | -250 | $6,000 | $0 | -$6,000 | 2016-07-22 |
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| Q2 2016 | HSBC FIN CORP 6.36% PFD
CUSIP 40429C607 | | PRE | 250 | 0 | -250 | $6,000 | $0 | -$6,000 | 2016-07-22 |
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| Q2 2016 | PENN REAL EST
CUSIP 709102107 | | RET | 250 | 0 | -250 | $5,000 | $0 | -$5,000 | 2016-07-22 |
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| Q2 2016 | SEASPAN CORP F
CUSIP Y75638109 | | FGO | 250 | 0 | -250 | $5,000 | $0 | -$5,000 | 2016-07-22 |
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| Q2 2016 | SPECTRA ENERGY PARTN LP
CUSIP 84756N109 | | MLP | 100 | 0 | -100 | $5,000 | $0 | -$5,000 | 2016-07-22 |
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| Q2 2016 | KKR & CO LP LP
CUSIP 48248M102 | | MLP | 250 | 0 | -250 | $4,000 | $0 | -$4,000 | 2016-07-22 |
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| Q2 2016 | GUGGEH S&P MIDCAP 400
CUSIP 78355W502 | | UIE | 55 | 0 | -55 | $3,000 | $0 | -$3,000 | 2016-07-22 |
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| Q2 2016 | GUGGENHEIM S&P 500 PURE
CUSIP 78355W304 | | UIE | 55 | 0 | -55 | $3,000 | $0 | -$3,000 | 2016-07-22 |
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| Q2 2016 | GUGGENHEIM SP 500 TOP 50
CUSIP 78355W205 | | UIE | 20 | 0 | -20 | $3,000 | $0 | -$3,000 | 2016-07-22 |
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| Q2 2016 | ARCHROCK PARTNERS L LP
CUSIP 03957U100 | | MLP | 250 | 0 | -250 | $3,000 | $0 | -$3,000 | 2016-07-22 |
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| Q2 2016 | MARKET VECTORS GOLD
CUSIP 57060U100 | | UIE | 200 | 0 | -200 | $3,000 | $0 | -$3,000 | 2016-07-22 |
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| Q2 2016 | HORIZON PHARMA PLC F
CUSIP G4617B105 | | FGO | 150 | 0 | -150 | $2,000 | $0 | -$2,000 | 2016-07-22 |
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| Q2 2016 | COLONY STARWOOD HMS
CUSIP 19625X102 | | RET | 5 | 0 | -5 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | DIVIDEND CAPITAL TRU
CUSIP 233153204 | | RET | 28 | 0 | -28 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | DUPONT FABROS TECH
CUSIP 26613Q106 | | RET | 13 | 0 | -13 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | EMERGE ENERGY SVC LP LP
CUSIP 29102H108 | | MLP | 250 | 0 | -250 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | ENCANA CORPORATION F
CUSIP 292505104 | | FGC | 29 | 0 | -29 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | MVC CAPITAL INC
CUSIP 553829102 | | CEM | 12 | 0 | -12 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | MYLAN NV F
CUSIP N59465109 | | FGO | 40 | 0 | -40 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | APOLLO INVESTMENT CORP
CUSIP 03761U106 | | CEM | 250 | 0 | -250 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | C&J ENERGY SERVICES F
CUSIP G3164Q101 | | FGO | 39 | 0 | -39 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | RETAIL PPTY AMERICA
CUSIP 76131V202 | | RET | 65 | 0 | -65 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | HI-CRUSH PARTNERS LP LP
CUSIP 428337109 | | MLP | 100 | 0 | -100 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q2 2016 | MICHAEL KORS HLDGS F
CUSIP G60754101 | | FGO | 17 | 0 | -17 | $1,000 | $0 | -$1,000 | 2016-07-22 |
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| Q1 2016 | POWERSHARES RSSLL 1000
CUSIP 73937B571 | | UIE | 348 | 0 | -348 | $8,000 | $0 | -$8,000 | 2016-05-13 |
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| Q1 2016 | GOLDMAN SACHS MLP INCOME
CUSIP 38147W103 | | CEM | 865 | 0 | -865 | $7,000 | $0 | -$7,000 | 2016-05-13 |
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| Q1 2016 | NABORS INDUSTRIES
CUSIP G6359F103 | | FGO | 336 | 0 | -336 | $2,000 | $0 | -$2,000 | 2016-05-13 |
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| Q4 2015 | POWERSHARES DWA SMALLCAP
CUSIP 73936Q744 | | UIE | 200 | 0 | -200 | $8,000 | $0 | -$8,000 | 2016-01-29 |
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| Q3 2015 | POWERSHARES RSSLL 1000
CUSIP 73937H571 | | UIE | 345 | 0 | -345 | $9,000 | $0 | -$9,000 | 2015-10-21 |
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