CCM
BURL icon

Catawba Capital Management’s Burlington BURL Stock Holding History

Catawba Capital 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
2018
Q2 		$227K Hold
1,505
– – 0.05% 192
2018
Q1 		$200K Buy
+1,505
New +$186K 0.05% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Catawba Capital Management's BURL Position: Q2 2018 in Review

Catawba Capital Management held its Burlington (BURL) position steady in Q2 2018 at 1,505 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #192.

Catawba Capital Management first reported a position in BURL in Q1 2018 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold BURL as of Q2 2018.

  • Catawba Capital Management held 1,505 shares of Burlington worth $227K as of Q2 2018.
  • Catawba Capital Management left its Burlington share count unchanged in Q2 2018.
  • Burlington made up 0.05% of Catawba Capital Management's portfolio in Q2 2018, its #192 holding.
  • Catawba Capital Management first reported a position in Burlington in Q1 2018 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Burlington as of Q2 2018.

Based on Catawba Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.