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Institutional & Family Asset Management’s Burlington BURL Stock Holding History

Institutional & Family Asset 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
2019
Q1 		– Sell
-11
Closed -$2K – 845
2018
Q4 		$2K Hold
11
– – ﹤0.01% 671
2018
Q3 		$2K Sell
11
-12
-52% -$1.92K ﹤0.01% 719
2018
Q2 		$3K Hold
23
– – ﹤0.01% 658
2018
Q1 		$3K Buy
+23
New +$2.84K ﹤0.01% 651

Other funds holding BURL

T. Rowe Price Associates
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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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Institutional & Family Asset Management's BURL Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Burlington (BURL) in Q1 2019, closing a stake of 11 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in BURL in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2018. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining Burlington position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 11 Burlington shares in Q1 2019, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Burlington in Q1 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Burlington position peaked at $3K in Q2 2018.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.