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IberiaBank’s Burlington BURL Stock Holding History

IberiaBank’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
Q1 		– Sell
-937
Closed -$214K – 211
2019
Q4 		$214K Buy
+937
New +$196K 0.02% 219
2019
Q3 		– Sell
-17,641
Closed -$3M – 222
2019
Q2 		$3M Sell
17,641
-2,065
-10% -$338K 0.33% 79
2019
Q1 		$3.09M Sell
19,706
-779
-4% -$126K 0.36% 79
2018
Q4 		$3.33M Buy
20,485
+9,061
+79% +$1.46M 0.43% 72
2018
Q3 		$1.86M Sell
11,424
-3,025
-21% -$483K 0.23% 110
2018
Q2 		$2.17M Buy
14,449
+987
+7% +$140K 0.38% 89
2018
Q1 		$1.79M Sell
13,462
-2,034
-13% -$251K 0.36% 98
2017
Q4 		$1.91M Buy
15,496
+5,451
+54% +$555K 0.3% 102
2017
Q3 		$959K Buy
10,045
+3,116
+45% +$274K 0.16% 136
2017
Q2 		$637K Buy
6,929
+1,021
+17% +$98.2K 0.19% 111
2017
Q1 		$575K Buy
+5,908
New +$523K 0.18% 118

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

IberiaBank's BURL Position: Q1 2020 in Review

IberiaBank sold out of Burlington (BURL) in Q1 2020, closing a stake of 937 shares — an estimated $214K sold.

IberiaBank first reported a position in BURL in Q1 2017 and held it in 11 quarters. The position peaked at $3.33M in Q4 2018. 433 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • IberiaBank reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • IberiaBank sold 937 Burlington shares in Q1 2020, an estimated $214K.
  • IberiaBank first reported a position in Burlington in Q1 2017 and held it in 11 quarters.
  • IberiaBank's Burlington position peaked at $3.33M in Q4 2018.
  • 433 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.