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Gideon Capital Advisors’s Burlington BURL Stock Holding History

Gideon Capital Advisors’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
Q4 		– Sell
-1,304
Closed -$261K – 275
2019
Q3 		$261K Buy
+1,304
New +$240K 0.09% 248
2018
Q4 		– Sell
-7,459
Closed -$1.22M – 382
2018
Q3 		$1.22M Buy
+7,459
New +$1.19M 0.57% 36
2017
Q1 		– Sell
-3,480
Closed -$295K – 401
2016
Q4 		$295K Buy
+3,480
New +$281K 0.19% 259

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Gideon Capital Advisors's BURL Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Burlington (BURL) in Q4 2019, closing a stake of 1,304 shares — an estimated $261K sold.

Gideon Capital Advisors first reported a position in BURL in Q4 2016 and held it in 3 quarters. The position peaked at $1.22M in Q3 2018. 463 funds tracked by Wall St. Rank hold BURL as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Burlington position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,304 Burlington shares in Q4 2019, an estimated $261K.
  • Gideon Capital Advisors first reported a position in Burlington in Q4 2016 and held it in 3 quarters.
  • Gideon Capital Advisors's Burlington position peaked at $1.22M in Q3 2018.
  • 463 funds tracked by Wall St. Rank held Burlington as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.