CIP
BURL icon

Convergence Investment Partners’s Burlington BURL Stock Holding History

Convergence Investment Partners’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 		– Sell
-64
Closed -$9K – 401
2018
Q1 		$9K Buy
+64
New +$7.91K ﹤0.01% 711
2015
Q3 		– Sell
-104,708
Closed -$5.36M – 350
2015
Q2 		$5.36M Buy
104,708
+39,915
+62% +$2.13M 0.53% 43
2015
Q1 		$3.85M Sell
64,793
-27,436
-30% -$1.47M 0.53% 46
2014
Q4 		$4.36M Buy
+92,229
New +$3.92M 0.58% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Convergence Investment Partners's BURL Position: Q2 2018 in Review

Convergence Investment Partners sold out of Burlington (BURL) in Q2 2018, closing a stake of 64 shares — an estimated $9K sold.

Convergence Investment Partners first reported a position in BURL in Q4 2014 and held it in 4 quarters. The position peaked at $5.36M in Q2 2015. 386 funds tracked by Wall St. Rank hold BURL as of Q2 2018.

  • Convergence Investment Partners reported no remaining Burlington position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 64 Burlington shares in Q2 2018, an estimated $9K.
  • Convergence Investment Partners first reported a position in Burlington in Q4 2014 and held it in 4 quarters.
  • Convergence Investment Partners's Burlington position peaked at $5.36M in Q2 2015.
  • 386 funds tracked by Wall St. Rank held Burlington as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.