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Gupta Wealth Management’s Burlington BURL Stock Holding History

Gupta 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
2016
Q1 		$1K Buy
+18
New +$940 ﹤0.01% 1107
2015
Q4 		– Sell
-165
Closed -$8K – 1250
2015
Q3 		$8K Buy
+165
New +$8.81K ﹤0.01% 944

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's BURL Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Burlington (BURL) in Q1 2016: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in BURL as recently as Q3 2015.

Gupta Wealth Management first reported a position in BURL in Q3 2015 and has held it in 2 quarters since. The position peaked at $8K in Q3 2015. 249 funds tracked by Wall St. Rank hold BURL as of Q1 2016.

  • Gupta Wealth Management held 18 shares of Burlington worth $1K as of Q1 2016.
  • Burlington was a new Gupta Wealth Management position in Q1 2016.
  • Burlington made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1107 holding.
  • Gupta Wealth Management first reported a position in Burlington in Q3 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's Burlington position peaked at $8K in Q3 2015.
  • 249 funds tracked by Wall St. Rank held Burlington as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.