CWM
BURL icon

Calamos Wealth Management’s Burlington BURL Stock Holding History

Calamos 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
Q4 		– Sell
-5,620
Closed -$287K – 260
2015
Q3 		$287K Buy
+5,620
New +$300K 0.07% 202

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Calamos Wealth Management's BURL Position: Q4 2015 in Review

Calamos Wealth Management sold out of Burlington (BURL) in Q4 2015, closing a stake of 5,620 shares — an estimated $287K sold.

Calamos Wealth Management first reported a position in BURL in Q3 2015 and held it in 1 quarter. The position peaked at $287K in Q3 2015. 230 funds tracked by Wall St. Rank hold BURL as of Q4 2015.

  • Calamos Wealth Management reported no remaining Burlington position as of Q4 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 5,620 Burlington shares in Q4 2015, an estimated $287K.
  • Calamos Wealth Management first reported a position in Burlington in Q3 2015 and held it in 1 quarter.
  • Calamos Wealth Management's Burlington position peaked at $287K in Q3 2015.
  • 230 funds tracked by Wall St. Rank held Burlington as of Q4 2015.

Based on Calamos Wealth Management's 13F filing for Q4 2015, filed 5 Feb 2016.