First Personal Financial Services’s Burlington BURL Stock Holding History

First Personal Financial Services’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
2018 Q2	–	Sell	-278	Closed	-$37K	–	691
2018 Q1	$37K	Buy	+278	New	+$34.3K	0.01%	494
2017 Q1	–	Sell	-361	Closed	-$31K	–	880
2016 Q4	$31K	Buy	361 +100	+38%	+$8.07K	0.01%	464
2016 Q3	$21K	Buy	261 +10	+4%	+$773	0.01%	422
2016 Q2	$17K	Buy	+251	New	+$14.7K	0.01%	445

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Personal Financial Services's BURL Position: Q2 2018 in Review

First Personal Financial Services sold out of Burlington (BURL) in Q2 2018, closing a stake of 278 shares — an estimated $37K sold.

First Personal Financial Services first reported a position in BURL in Q2 2016 and held it in 4 quarters. The position peaked at $37K in Q1 2018. 386 funds tracked by Wall St. Rank hold BURL as of Q2 2018.

First Personal Financial Services reported no remaining Burlington position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 278 Burlington shares in Q2 2018, an estimated $37K.
First Personal Financial Services first reported a position in Burlington in Q2 2016 and held it in 4 quarters.
First Personal Financial Services's Burlington position peaked at $37K in Q1 2018.
386 funds tracked by Wall St. Rank held Burlington as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.