AIM
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Allen Investment Management’s Burlington BURL Stock Holding History

Allen Investment Management’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
2017
Q3 		– Sell
-4,075
Closed -$375K – 209
2017
Q2 		$375K Sell
4,075
-282
-6% -$27.1K 0.02% 175
2017
Q1 		$424K Buy
+4,357
New +$386K 0.02% 166

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Allen Investment Management's BURL Position: Q3 2017 in Review

Allen Investment Management sold out of Burlington (BURL) in Q3 2017, closing a stake of 4,075 shares — an estimated $375K sold.

Allen Investment Management first reported a position in BURL in Q1 2017 and held it in 2 quarters. The position peaked at $424K in Q1 2017. 298 funds tracked by Wall St. Rank hold BURL as of Q3 2017.

  • Allen Investment Management reported no remaining Burlington position as of Q3 2017 after selling out during the quarter.
  • Allen Investment Management sold 4,075 Burlington shares in Q3 2017, an estimated $375K.
  • Allen Investment Management first reported a position in Burlington in Q1 2017 and held it in 2 quarters.
  • Allen Investment Management's Burlington position peaked at $424K in Q1 2017.
  • 298 funds tracked by Wall St. Rank held Burlington as of Q3 2017.

Based on Allen Investment Management's 13F filing for Q3 2017, filed 7 Nov 2017.