DBT
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Dubuque Bank & Trust’s Burlington BURL Stock Holding History

Dubuque Bank & Trust’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
2016
Q1 		– Sell
-671
Closed -$29K – 624
2015
Q4 		$29K Hold
671
– – 0.01% 347
2015
Q3 		$34K Buy
+671
New +$35.8K 0.01% 309

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dubuque Bank & Trust's BURL Position: Q1 2016 in Review

Dubuque Bank & Trust sold out of Burlington (BURL) in Q1 2016, closing a stake of 671 shares — an estimated $29K sold.

Dubuque Bank & Trust first reported a position in BURL in Q3 2015 and held it in 2 quarters. The position peaked at $34K in Q3 2015. 248 funds tracked by Wall St. Rank hold BURL as of Q1 2016.

  • Dubuque Bank & Trust reported no remaining Burlington position as of Q1 2016 after selling out during the quarter.
  • Dubuque Bank & Trust sold 671 Burlington shares in Q1 2016, an estimated $29K.
  • Dubuque Bank & Trust first reported a position in Burlington in Q3 2015 and held it in 2 quarters.
  • Dubuque Bank & Trust's Burlington position peaked at $34K in Q3 2015.
  • 248 funds tracked by Wall St. Rank held Burlington as of Q1 2016.

Based on Dubuque Bank & Trust's 13F filing for Q1 2016, filed 5 May 2016.