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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Claraphi Advisory Network's BURL Position: Q3 2020 in Review

Claraphi Advisory Network sold out of Burlington (BURL) in Q3 2020, closing a stake of 1,061 shares — an estimated $209K sold.

Claraphi Advisory Network first reported a position in BURL in Q1 2018 and held it in 10 quarters. The position peaked at $524K in Q3 2018. 422 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

Claraphi Advisory Network reported no remaining Burlington position as of Q3 2020 after selling out during the quarter.
Claraphi Advisory Network sold 1,061 Burlington shares in Q3 2020, an estimated $209K.
Claraphi Advisory Network first reported a position in Burlington in Q1 2018 and held it in 10 quarters.
Claraphi Advisory Network's Burlington position peaked at $524K in Q3 2018.
422 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on Claraphi Advisory Network's 13F filing for Q3 2020, filed 13 Nov 2020.