Archford Capital Strategies’s Burlington BURL Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-31	Closed	-$5K	–	548
2018 Q2	$5K	Hold	31	–	–	﹤0.01%	460
2018 Q1	$4K	Buy	+31	New	+$3.83K	﹤0.01%	405
2017 Q2	–	Sell	-40	Closed	-$4K	–	255
2017 Q1	$4K	Hold	40	–	–	﹤0.01%	488
2016 Q4	$3K	Hold	40	–	–	﹤0.01%	454
2016 Q3	$3K	Sell	40 -40	-50%	-$3.09K	﹤0.01%	455
2016 Q2	$6K	Buy	+80	New	+$4.7K	﹤0.01%	439
2016 Q1	–	Sell	-80	Closed	-$4K	–	237
2015 Q4	$4K	Hold	80	–	–	﹤0.01%	589
2015 Q3	$4K	Buy	80 +40	+100%	+$2.14K	﹤0.01%	457
2015 Q2	$2K	Buy	+40	New	+$2.14K	﹤0.01%	475

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Archford Capital Strategies's BURL Position: Q3 2018 in Review

Archford Capital Strategies sold out of Burlington (BURL) in Q3 2018, closing a stake of 31 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in BURL in Q2 2015 and held it in 9 quarters. The position peaked at $6K in Q2 2016. 407 funds tracked by Wall St. Rank hold BURL as of Q3 2018.

Archford Capital Strategies reported no remaining Burlington position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 31 Burlington shares in Q3 2018, an estimated $5K.
Archford Capital Strategies first reported a position in Burlington in Q2 2015 and held it in 9 quarters.
Archford Capital Strategies's Burlington position peaked at $6K in Q2 2016.
407 funds tracked by Wall St. Rank held Burlington as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.