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EverPoint Asset Management’s Burlington BURL Stock Holding History

EverPoint Asset Management’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
-70,000
Closed -$3M – 424
2015
Q4 		$3M Buy
+70,000
New +$3.24M 0.06% 345

Other funds holding BURL

T. Rowe Price Associates
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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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EverPoint Asset Management's BURL Position: Q4 2016 in Review

EverPoint Asset Management reduced its Burlington (BURL) stake by 65% in Q4 2016, selling an estimated $9.75M and leaving 64,210 shares worth $5.44M. The position accounts for 0.1% of the portfolio, ranked #236.

EverPoint Asset Management first reported a position in BURL in Q2 2014 and has held it in 10 quarters since. The position peaked at $33.2M in Q2 2016. 316 funds tracked by Wall St. Rank hold BURL as of Q4 2016.

  • EverPoint Asset Management held 64,210 shares of Burlington worth $5.44M as of Q4 2016.
  • EverPoint Asset Management sold 120,835 Burlington shares in Q4 2016, an estimated $9.75M.
  • Burlington made up 0.1% of EverPoint Asset Management's portfolio in Q4 2016, its #236 holding.
  • EverPoint Asset Management first reported a position in Burlington in Q2 2014 and has held it in 10 quarters since.
  • EverPoint Asset Management's Burlington position peaked at $33.2M in Q2 2016.
  • 316 funds tracked by Wall St. Rank held Burlington as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.