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IPG Investment Advisors’s Burlington BURL Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-1,710
Closed -$257K – 172
2018
Q2 		$257K Buy
+1,710
New +$243K 0.09% 126
2017
Q1 		– Sell
-14,800
Closed -$1.25M – 134
2016
Q4 		$1.25M Buy
+14,800
New +$1.19M 0.51% 42

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

IPG Investment Advisors's BURL Position: Q3 2018 in Review

IPG Investment Advisors sold out of Burlington (BURL) in Q3 2018, closing a stake of 1,710 shares — an estimated $257K sold.

IPG Investment Advisors first reported a position in BURL in Q4 2016 and held it in 2 quarters. The position peaked at $1.25M in Q4 2016. 407 funds tracked by Wall St. Rank hold BURL as of Q3 2018.

  • IPG Investment Advisors reported no remaining Burlington position as of Q3 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 1,710 Burlington shares in Q3 2018, an estimated $257K.
  • IPG Investment Advisors first reported a position in Burlington in Q4 2016 and held it in 2 quarters.
  • IPG Investment Advisors's Burlington position peaked at $1.25M in Q4 2016.
  • 407 funds tracked by Wall St. Rank held Burlington as of Q3 2018.

Based on IPG Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.