BRWM
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B. Riley Wealth Management’s Burlington BURL Stock Holding History

B. Riley Wealth Management’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
2015
Q2 		– Sell
-14,000
Closed -$831K – 1014
2015
Q1 		$831K Buy
+14,000
New +$751K 0.62% 31

Other funds holding BURL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

B. Riley Wealth Management's BURL Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Burlington (BURL) in Q2 2015, closing a stake of 14,000 shares — an estimated $831K sold.

B. Riley Wealth Management first reported a position in BURL in Q1 2015 and held it in 1 quarter. The position peaked at $831K in Q1 2015. 247 funds tracked by Wall St. Rank hold BURL as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Burlington position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 14,000 Burlington shares in Q2 2015, an estimated $831K.
  • B. Riley Wealth Management first reported a position in Burlington in Q1 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's Burlington position peaked at $831K in Q1 2015.
  • 247 funds tracked by Wall St. Rank held Burlington as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.