Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DADC
D.A. Davidson & Co’s
Burlington
BURL
Stock Holding History
D.A. Davidson & Co’s Portfolio
BURL Stock Details
BURL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
–
Sell
-119
Closed
-$10K
–
1199
2017
Q2
$10K
Hold
119
–
–
﹤0.01%
2031
2017
Q1
$11K
Sell
119
-1,058
-90%
-$93.7K
﹤0.01%
1991
2016
Q4
$99K
Sell
1,177
-18
-2%
-$1.45K
﹤0.01%
1307
2016
Q3
$96K
Sell
1,195
-39
-3%
-$3.02K
﹤0.01%
1239
2016
Q2
$81K
Buy
1,234
+3
+0.2%
+$176
﹤0.01%
1205
2016
Q1
$68K
Sell
1,231
-16
-1%
-$836
﹤0.01%
1273
2015
Q4
$53K
Sell
1,247
-127
-9%
-$5.88K
﹤0.01%
1373
2015
Q3
$70K
Buy
1,374
+1,177
+597%
+$62.8K
﹤0.01%
1235
2015
Q2
$10K
Buy
+197
New
+$10.5K
﹤0.01%
1863
Other funds holding BURL
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$77.1B AUM
42.89%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
EAM
Eagle Asset Management
St Petersburg, Florida
$19.6B AUM
41.58%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close