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Avalon Investment & Advisory’s Burlington BURL Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-13,619
Closed -$2.21M – 335
2018
Q4 		$2.21M Sell
13,619
-14,352
-51% -$2.32M 0.06% 198
2018
Q3 		$4.56M Buy
27,971
+1,930
+7% +$308K 0.13% 162
2018
Q2 		$3.92M Buy
26,041
+2,295
+10% +$327K 0.12% 164
2018
Q1 		$3.16M Buy
23,746
+2,270
+11% +$280K 0.1% 163
2017
Q4 		$2.64M Buy
+21,476
New +$2.19M 0.08% 176

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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avalon Investment & Advisory's BURL Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of Burlington (BURL) in Q1 2019, closing a stake of 13,619 shares — an estimated $2.21M sold.

Avalon Investment & Advisory first reported a position in BURL in Q4 2017 and held it in 5 quarters. The position peaked at $4.56M in Q3 2018. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2019.

  • Avalon Investment & Advisory reported no remaining Burlington position as of Q1 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 13,619 Burlington shares in Q1 2019, an estimated $2.21M.
  • Avalon Investment & Advisory first reported a position in Burlington in Q4 2017 and held it in 5 quarters.
  • Avalon Investment & Advisory's Burlington position peaked at $4.56M in Q3 2018.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.