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Arete Wealth Advisors’s Burlington BURL Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-4,495
Closed -$704K – 395
2019
Q1 		$704K Sell
4,495
-437
-9% -$70.5K 0.15% 174
2018
Q4 		$802K Buy
+4,932
New +$796K 0.2% 132

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Arete Wealth Advisors's BURL Position: Q2 2019 in Review

Arete Wealth Advisors sold out of Burlington (BURL) in Q2 2019, closing a stake of 4,495 shares — an estimated $704K sold.

Arete Wealth Advisors first reported a position in BURL in Q4 2018 and held it in 2 quarters. The position peaked at $802K in Q4 2018. 402 funds tracked by Wall St. Rank hold BURL as of Q2 2019.

  • Arete Wealth Advisors reported no remaining Burlington position as of Q2 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,495 Burlington shares in Q2 2019, an estimated $704K.
  • Arete Wealth Advisors first reported a position in Burlington in Q4 2018 and held it in 2 quarters.
  • Arete Wealth Advisors's Burlington position peaked at $802K in Q4 2018.
  • 402 funds tracked by Wall St. Rank held Burlington as of Q2 2019.

Based on Arete Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.