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Barrett Asset Management’s Burlington BURL Stock Holding History

Barrett Asset 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
2016
Q2 		– Sell
-300
Closed -$17K – 342
2016
Q1 		$17K Buy
+300
New +$15.7K ﹤0.01% 279

Other funds holding BURL

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Barrett Asset Management's BURL Position: Q2 2016 in Review

Barrett Asset Management sold out of Burlington (BURL) in Q2 2016, closing a stake of 300 shares — an estimated $17K sold.

Barrett Asset Management first reported a position in BURL in Q1 2016 and held it in 1 quarter. The position peaked at $17K in Q1 2016. 269 funds tracked by Wall St. Rank hold BURL as of Q2 2016.

  • Barrett Asset Management reported no remaining Burlington position as of Q2 2016 after selling out during the quarter.
  • Barrett Asset Management sold 300 Burlington shares in Q2 2016, an estimated $17K.
  • Barrett Asset Management first reported a position in Burlington in Q1 2016 and held it in 1 quarter.
  • Barrett Asset Management's Burlington position peaked at $17K in Q1 2016.
  • 269 funds tracked by Wall St. Rank held Burlington as of Q2 2016.

Based on Barrett Asset Management's 13F filing for Q2 2016, filed 18 Jul 2016.