Bridgeworth’s Burlington BURL Stock Holding History

Bridgeworth’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	-32	Closed	-$4K	–	186
2018 Q2	$4K	Buy	+32	New	+$4.55K	﹤0.01%	518

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bridgeworth's BURL Position: Q3 2018 in Review

Bridgeworth sold out of Burlington (BURL) in Q3 2018, closing a stake of 32 shares — an estimated $4K sold.

Bridgeworth first reported a position in BURL in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 407 funds tracked by Wall St. Rank hold BURL as of Q3 2018.

Bridgeworth reported no remaining Burlington position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 32 Burlington shares in Q3 2018, an estimated $4K.
Bridgeworth first reported a position in Burlington in Q2 2018 and held it in 1 quarter.
Bridgeworth's Burlington position peaked at $4K in Q2 2018.
407 funds tracked by Wall St. Rank held Burlington as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.