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IHT Wealth Management’s Burlington BURL Stock Holding History

IHT 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
2018
Q2 		– Sell
-20
Closed -$3K – 545
2018
Q1 		$3K Hold
20
– – ﹤0.01% 1423
2017
Q4 		$2K Buy
+20
New +$2.04K ﹤0.01% 1474
2017
Q1 		– Sell
-125
Closed -$11K – 1271
2016
Q4 		$11K Buy
+125
New +$10.1K 0.01% 770

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IHT Wealth Management's BURL Position: Q2 2018 in Review

IHT Wealth Management sold out of Burlington (BURL) in Q2 2018, closing a stake of 20 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in BURL in Q4 2016 and held it in 3 quarters. The position peaked at $11K in Q4 2016. 386 funds tracked by Wall St. Rank hold BURL as of Q2 2018.

  • IHT Wealth Management reported no remaining Burlington position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 20 Burlington shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Burlington in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Burlington position peaked at $11K in Q4 2016.
  • 386 funds tracked by Wall St. Rank held Burlington as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.