APP
BURL icon

Avantax Planning Partners’s Burlington BURL Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-29
Closed -$5K – 408
2018
Q3 		$5K Buy
+29
New +$4.63K ﹤0.01% 1078
2018
Q2 		– Sell
-186
Closed -$24K – 411
2018
Q1 		$24K Buy
+186
New +$23K ﹤0.01% 708

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Planning Partners's BURL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Burlington (BURL) in Q4 2018, closing a stake of 29 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in BURL in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Burlington position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 29 Burlington shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Burlington in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Burlington position peaked at $24K in Q1 2018.
  • 427 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.