IWP
BURL icon

Icon Wealth Partners’s Burlington BURL Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-55
Closed -$9K – 249
2019
Q1 		$9K Buy
+55
New +$8.87K ﹤0.01% 677
2018
Q3 		– Sell
-89
Closed -$13K – 338
2018
Q2 		$13K Buy
+89
New +$12.7K 0.01% 656
2018
Q1 		– Sell
-89
Closed -$11K – 328
2017
Q4 		$11K Buy
+89
New +$9.06K 0.01% 694

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Icon Wealth Partners's BURL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Burlington (BURL) in Q2 2019, closing a stake of 55 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in BURL in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 402 funds tracked by Wall St. Rank hold BURL as of Q2 2019.

  • Icon Wealth Partners reported no remaining Burlington position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 55 Burlington shares in Q2 2019, an estimated $9K.
  • Icon Wealth Partners first reported a position in Burlington in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Burlington position peaked at $13K in Q2 2018.
  • 402 funds tracked by Wall St. Rank held Burlington as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.