KCS Wealth Advisory’s Burlington BURL Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-200	Closed	-$40K	–	180
2019 Q3	$40K	Buy	+200	New	+$36.8K	0.03%	256

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

KCS Wealth Advisory's BURL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Burlington (BURL) in Q4 2019, closing a stake of 200 shares — an estimated $40K sold.

KCS Wealth Advisory first reported a position in BURL in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 464 funds tracked by Wall St. Rank hold BURL as of Q4 2019.

KCS Wealth Advisory reported no remaining Burlington position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 200 Burlington shares in Q4 2019, an estimated $40K.
KCS Wealth Advisory first reported a position in Burlington in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Burlington position peaked at $40K in Q3 2019.
464 funds tracked by Wall St. Rank held Burlington as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.