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Claraphi Advisory Network’s Burlington BURL Stock Holding History

Claraphi Advisory Network’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
Q3 		– Sell
-1,061
Closed -$209K – 255
2020
Q2 		$209K Buy
1,061
+71
+7% +$13.4K 0.09% 231
2020
Q1 		$157K Sell
990
-2
-0.2% -$421 0.07% 242
2019
Q4 		$226K Sell
992
-18
-2% -$3.76K 0.14% 168
2019
Q3 		$201K Sell
1,010
-211
-17% -$38.8K 0.12% 194
2019
Q2 		$207K Sell
1,221
-272
-18% -$44.5K 0.12% 212
2019
Q1 		$234K Sell
1,493
-1,287
-46% -$207K 0.15% 180
2018
Q4 		$452K Sell
2,780
-438
-14% -$70.7K 0.35% 77
2018
Q3 		$524K Buy
3,218
+1,559
+94% +$249K 0.29% 84
2018
Q2 		$250K Buy
1,659
+65
+4% +$9.25K 0.16% 191
2018
Q1 		$213K Buy
+1,594
New +$197K 0.15% 218

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return