EWM
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Executive Wealth Management’s Burlington BURL Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-327
Closed -$56K – 221
2019
Q2 		$56K Hold
327
– – 0.01% 276
2019
Q1 		$51K Sell
327
-2
-0.6% -$322 0.01% 268
2018
Q4 		$54K Buy
+329
New +$53.1K 0.01% 265

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Executive Wealth Management's BURL Position: Q3 2019 in Review

Executive Wealth Management sold out of Burlington (BURL) in Q3 2019, closing a stake of 327 shares — an estimated $56K sold.

Executive Wealth Management first reported a position in BURL in Q4 2018 and held it in 3 quarters. The position peaked at $56K in Q2 2019. 443 funds tracked by Wall St. Rank hold BURL as of Q3 2019.

  • Executive Wealth Management reported no remaining Burlington position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 327 Burlington shares in Q3 2019, an estimated $56K.
  • Executive Wealth Management first reported a position in Burlington in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Burlington position peaked at $56K in Q2 2019.
  • 443 funds tracked by Wall St. Rank held Burlington as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.