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JOYN Advisors’s Burlington BURL Stock Holding History

JOYN 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
2019
Q1 		– Sell
-312
Closed -$51K – 293
2018
Q4 		$51K Sell
312
-279
-47% -$45.1K 0.01% 331
2018
Q3 		$96K Sell
591
-118
-17% -$18.8K 0.02% 225
2018
Q2 		$107K Sell
709
-339
-32% -$48.3K 0.02% 210
2018
Q1 		$140K Buy
+1,048
New +$129K 0.03% 170

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
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

JOYN Advisors's BURL Position: Q1 2019 in Review

JOYN Advisors sold out of Burlington (BURL) in Q1 2019, closing a stake of 312 shares — an estimated $51K sold.

JOYN Advisors first reported a position in BURL in Q1 2018 and held it in 4 quarters. The position peaked at $140K in Q1 2018. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2019.

  • JOYN Advisors reported no remaining Burlington position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 312 Burlington shares in Q1 2019, an estimated $51K.
  • JOYN Advisors first reported a position in Burlington in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Burlington position peaked at $140K in Q1 2018.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.