FineMark National Bank & Trust’s Burlington BURL Stock Holding History

FineMark National 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
2017 Q1	–	Sell	-586	Closed	-$50K	–	453
2016 Q4	$50K	Hold	586	–	–	﹤0.01%	621
2016 Q3	$47K	Sell	586 -45	-7%	-$3.48K	0.01%	622
2016 Q2	$42K	Buy	631 +148	+31%	+$8.69K	﹤0.01%	637
2016 Q1	$27K	Buy	483 +5	+1%	+$261	﹤0.01%	717
2015 Q4	$21K	Hold	478	–	–	﹤0.01%	812
2015 Q3	$24K	Sell	478 -239	-33%	-$12.8K	﹤0.01%	807
2015 Q2	$37K	Hold	717	–	–	﹤0.01%	732
2015 Q1	$43K	Buy	+717	New	+$38.5K	0.01%	706
2014 Q3	–	Sell	-36	Closed	-$1K	–	1389
2014 Q2	$1K	Sell	36 -27	-43%	-$781	﹤0.01%	1325
2014 Q1	$2K	Buy	63 +9	+17%	+$248	﹤0.01%	1269
2013 Q4	$2K	Buy	+54	New	+$1.51K	﹤0.01%	1288

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FineMark National Bank & Trust's BURL Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Burlington (BURL) in Q1 2017, closing a stake of 586 shares — an estimated $50K sold.

FineMark National Bank & Trust first reported a position in BURL in Q4 2013 and held it in 11 quarters. The position peaked at $50K in Q4 2016. 317 funds tracked by Wall St. Rank hold BURL as of Q1 2017.

FineMark National Bank & Trust reported no remaining Burlington position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 586 Burlington shares in Q1 2017, an estimated $50K.
FineMark National Bank & Trust first reported a position in Burlington in Q4 2013 and held it in 11 quarters.
FineMark National Bank & Trust's Burlington position peaked at $50K in Q4 2016.
317 funds tracked by Wall St. Rank held Burlington as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.