FANJ
BURL icon

Financial Architects (New Jersey)’s Burlington BURL Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-350
Closed -$69K – 337
2020
Q2 		$69K Hold
350
– – 0.02% 371
2020
Q1 		$55K Hold
350
– – 0.02% 375
2019
Q4 		$80K Hold
350
– – 0.02% 359
2019
Q3 		$70K Hold
350
– – 0.02% 385
2019
Q2 		$60K Sell
350
-997
-74% -$163K 0.01% 473
2019
Q1 		$211K Sell
1,347
-1,230
-48% -$198K 0.04% 286
2018
Q4 		$419K Sell
2,577
-48
-2% -$7.75K 0.08% 166
2018
Q3 		$428K Buy
2,625
+491
+23% +$78.3K 0.07% 197
2018
Q2 		$321K Hold
2,134
– – 0.06% 215
2018
Q1 		$284K Hold
2,134
– – 0.06% 235
2017
Q4 		$263K Sell
2,134
-100
-4% -$10.2K 0.05% 277
2017
Q3 		$213K Sell
2,234
-100
-4% -$8.78K 0.04% 317
2017
Q2 		$215K Sell
2,334
-50
-2% -$4.81K 0.04% 297
2017
Q1 		$232K Hold
2,384
– – 0.04% 257
2016
Q4 		$202K Buy
2,384
+1,600
+204% +$129K 0.05% 254
2016
Q3 		$64K Buy
784
+710
+959% +$54.9K 0.02% 502
2016
Q2 		$5K Hold
74
– – ﹤0.01% 1109
2016
Q1 		$4K Buy
+74
New +$3.87K ﹤0.01% 924
2015
Q3 		– Sell
-74
Closed -$4K – 306
2015
Q2 		$4K Hold
74
– – ﹤0.01% 993
2015
Q1 		$4K Buy
+74
New +$3.97K ﹤0.01% 906

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 $5.7T 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