CCA
BURL icon

Catalyst Capital Advisors’s Burlington BURL Stock Holding History

Catalyst Capital Advisors’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
2019
Q4 		– Sell
-145
Closed -$29K – 312
2019
Q3 		$29K Buy
145
+30
+26% +$5.52K ﹤0.01% 279
2019
Q2 		$20K Buy
115
+32
+39% +$5.23K ﹤0.01% 263
2019
Q1 		$13K Sell
83
-6
-7% -$967 ﹤0.01% 280
2018
Q4 		$14K Hold
89
– – ﹤0.01% 291
2018
Q3 		$15K Buy
89
+15
+20% +$2.39K ﹤0.01% 312
2018
Q2 		$11K Buy
74
+20
+37% +$2.85K ﹤0.01% 349
2018
Q1 		$7K Buy
+54
New +$6.67K ﹤0.01% 362
2016
Q1 		– Sell
-8,600
Closed -$369K – 525
2015
Q4 		$369K Buy
+8,600
New +$398K 0.06% 211

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return