AWE
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Avidian Wealth Enterprises’s Burlington BURL Stock Holding History

Avidian Wealth Enterprises’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
-6,348
Closed -$956K – 107
2018
Q2 		$956K Buy
6,348
+1,400
+28% +$199K 0.3% 34
2018
Q1 		$659K Buy
4,948
+1,081
+28% +$134K 0.22% 38
2017
Q4 		$476 Buy
+3,867
New +$394K 0.13% 48

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Avidian Wealth Enterprises's BURL Position: Q3 2018 in Review

Avidian Wealth Enterprises sold out of Burlington (BURL) in Q3 2018, closing a stake of 6,348 shares — an estimated $956K sold.

Avidian Wealth Enterprises first reported a position in BURL in Q4 2017 and held it in 3 quarters. The position peaked at $956K in Q2 2018. 407 funds tracked by Wall St. Rank hold BURL as of Q3 2018.

  • Avidian Wealth Enterprises reported no remaining Burlington position as of Q3 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,348 Burlington shares in Q3 2018, an estimated $956K.
  • Avidian Wealth Enterprises first reported a position in Burlington in Q4 2017 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Burlington position peaked at $956K in Q2 2018.
  • 407 funds tracked by Wall St. Rank held Burlington as of Q3 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2018, filed 14 Nov 2018.