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Bellwether Investment Group’s Burlington BURL Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-262
Closed -$25K – 146
2017
Q1 		$25K Sell
262
-68
-21% -$6.02K 0.07% 252
2016
Q4 		$28K Buy
+330
New +$26.6K 0.03% 364

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Bellwether Investment Group's BURL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Burlington (BURL) in Q2 2017, closing a stake of 262 shares — an estimated $25K sold.

Bellwether Investment Group first reported a position in BURL in Q4 2016 and held it in 2 quarters. The position peaked at $28K in Q4 2016. 307 funds tracked by Wall St. Rank hold BURL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Burlington position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 262 Burlington shares in Q2 2017, an estimated $25K.
  • Bellwether Investment Group first reported a position in Burlington in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Burlington position peaked at $28K in Q4 2016.
  • 307 funds tracked by Wall St. Rank held Burlington as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.