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Calton & Associates’s Burlington BURL Stock Holding History

Calton & Associates’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
2020
Q1 		– Sell
-1,442
Closed -$329K – 315
2019
Q4 		$329K Buy
1,442
+32
+2% +$6.69K 0.07% 234
2019
Q3 		$282K Buy
+1,410
New +$259K 0.06% 254
2018
Q4 		– Sell
-1,578
Closed -$257K – 231
2018
Q3 		$257K Sell
1,578
-51
-3% -$8.14K 0.08% 227
2018
Q2 		$257K Buy
+1,629
New +$232K 0.07% 221

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T 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

Calton & Associates's BURL Position: Q1 2020 in Review

Calton & Associates sold out of Burlington (BURL) in Q1 2020, closing a stake of 1,442 shares — an estimated $329K sold.

Calton & Associates first reported a position in BURL in Q2 2018 and held it in 4 quarters. The position peaked at $329K in Q4 2019. 434 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Calton & Associates reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Calton & Associates sold 1,442 Burlington shares in Q1 2020, an estimated $329K.
  • Calton & Associates first reported a position in Burlington in Q2 2018 and held it in 4 quarters.
  • Calton & Associates's Burlington position peaked at $329K in Q4 2019.
  • 434 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Calton & Associates's 13F filing for Q1 2020, filed 30 Apr 2020.