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JNBA Financial Advisors’s Burlington BURL Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-143
Closed -$12K – 608
2016
Q3 		$12K Buy
+143
New +$11.1K ﹤0.01% 964

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
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JNBA Financial Advisors's BURL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Burlington (BURL) in Q4 2016, closing a stake of 143 shares — an estimated $12K sold.

JNBA Financial Advisors first reported a position in BURL in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 315 funds tracked by Wall St. Rank hold BURL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Burlington position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 143 Burlington shares in Q4 2016, an estimated $12K.
  • JNBA Financial Advisors first reported a position in Burlington in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Burlington position peaked at $12K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held Burlington as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.