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Cornerstone Advisors (Washington)’s Burlington BURL Stock Holding History

Cornerstone Advisors (Washington)’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 		$27K Sell
129
-21
-14% -$4.09K ﹤0.01% 341
2020
Q2 		$30K Buy
150
+53
+55% +$9.98K ﹤0.01% 339
2020
Q1 		$15K Buy
97
+45
+87% +$9.47K ﹤0.01% 369
2019
Q4 		$12K Buy
52
+5
+11% +$1.04K ﹤0.01% 395
2019
Q3 		$9K Buy
47
+9
+24% +$1.66K ﹤0.01% 418
2019
Q2 		$6K Buy
38
+29
+322% +$4.74K ﹤0.01% 881
2019
Q1 		$1K Buy
+9
New +$1.45K ﹤0.01% 1122
2017
Q3 		– Sell
-468
Closed -$43K – 916
2017
Q2 		$43K Hold
468
– – 0.02% 305
2017
Q1 		$46K Hold
468
– – 0.03% 283
2016
Q4 		$40K Hold
468
– – 0.03% 303
2016
Q3 		$38K Sell
468
-241
-34% -$18.6K 0.03% 300
2016
Q2 		$47K Hold
709
– – 0.05% 160
2016
Q1 		$40K Hold
709
– – 0.04% 180
2015
Q4 		$30K Hold
709
– – 0.03% 249
2015
Q3 		$36K Buy
+709
New +$37.9K 0.03% 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 $5.72T 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

Cornerstone Advisors (Washington)'s BURL Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Burlington (BURL) stake by 14% in Q3 2020, selling an estimated $4.09K and leaving 129 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Cornerstone Advisors (Washington) first reported a position in BURL in Q3 2015 and has held it in 15 quarters since. The position peaked at $47K in Q2 2016. 421 funds tracked by Wall St. Rank hold BURL as of Q3 2020.

  • Cornerstone Advisors (Washington) held 129 shares of Burlington worth $27K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 21 Burlington shares in Q3 2020, an estimated $4.09K.
  • Burlington made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #341 holding.
  • Cornerstone Advisors (Washington) first reported a position in Burlington in Q3 2015 and has held it in 15 quarters since.
  • Cornerstone Advisors (Washington)'s Burlington position peaked at $47K in Q2 2016.
  • 421 funds tracked by Wall St. Rank held Burlington as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.