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Advisor Group’s Burlington BURL Stock Holding History

Advisor Group’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$887K Buy
3,890
+74
+2% +$15.5K 0.01% 1277
2019
Q3 		$762K Sell
3,816
-48
-1% -$8.83K 0.01% 1317
2019
Q2 		$657K Sell
3,864
-5,231
-58% -$855K 0.01% 1427
2019
Q1 		$1.43M Buy
9,095
+862
+10% +$139K 0.01% 876
2018
Q4 		$1.34M Buy
8,233
+1,458
+22% +$235K 0.01% 800
2018
Q3 		$1.1M Buy
6,775
+2,851
+73% +$455K 0.01% 924
2018
Q2 		$590K Sell
3,924
-119
-3% -$16.9K 0.01% 1194
2018
Q1 		$538K Buy
4,043
+1,878
+87% +$232K 0.01% 1271
2017
Q4 		$266K Buy
2,165
+366
+20% +$37.3K ﹤0.01% 1772
2017
Q3 		$172K Buy
1,799
+279
+18% +$24.5K ﹤0.01% 1964
2017
Q2 		$140K Buy
1,520
+128
+9% +$12.3K ﹤0.01% 2043
2017
Q1 		$136K Sell
1,392
-122
-8% -$10.8K ﹤0.01% 1942
2016
Q4 		$128K Sell
1,514
-104
-6% -$8.39K ﹤0.01% 1900
2016
Q3 		$131K Sell
1,618
-88
-5% -$6.81K ﹤0.01% 1824
2016
Q2 		$112K Buy
+1,706
New +$100K ﹤0.01% 1843

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisor Group's BURL Position: Q4 2019 in Review

Advisor Group increased its Burlington (BURL) stake by 1.9% in Q4 2019, buying an estimated $15.5K and bringing the position to 3,890 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #1277.

Advisor Group first reported a position in BURL in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.43M in Q1 2019. 462 funds tracked by Wall St. Rank hold BURL as of Q4 2019.

  • Advisor Group held 3,890 shares of Burlington worth $887K as of Q4 2019.
  • Advisor Group bought 74 Burlington shares in Q4 2019, an estimated $15.5K.
  • Burlington made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1277 holding.
  • Advisor Group first reported a position in Burlington in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Burlington position peaked at $1.43M in Q1 2019.
  • 462 funds tracked by Wall St. Rank held Burlington as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.