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Ladenburg Thalmann Financial Services’s Burlington BURL Stock Holding History

Ladenburg Thalmann Financial Services’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 		$896K Buy
3,931
+174
+5% +$36.4K 0.01% 1359
2019
Q3 		$749K Buy
3,757
+98
+3% +$18K 0.01% 1441
2019
Q2 		$625K Sell
3,659
-855
-19% -$140K ﹤0.01% 1573
2019
Q1 		$667K Buy
4,514
+702
+18% +$113K 0.01% 1457
2018
Q4 		$619K Buy
3,812
+1,264
+50% +$204K 0.01% 1376
2018
Q3 		$414K Sell
2,548
-1,344
-35% -$214K ﹤0.01% 1752
2018
Q2 		$518K Hold
3,892
– – ﹤0.01% 1540
2018
Q1 		$518K Buy
3,892
+165
+4% +$20.4K ﹤0.01% 1540
2017
Q4 		$458K Buy
3,727
+849
+29% +$86.4K ﹤0.01% 1613
2017
Q3 		$276K Buy
2,878
+886
+44% +$77.8K ﹤0.01% 1862
2017
Q2 		$183K Sell
1,992
-693
-26% -$66.6K ﹤0.01% 2086
2017
Q1 		$262K Sell
2,685
-1,875
-41% -$166K ﹤0.01% 1723
2016
Q4 		$386K Buy
4,560
+3,521
+339% +$284K 0.01% 1415
2016
Q3 		$84K Sell
1,039
-1,065
-51% -$82.4K ﹤0.01% 2380
2016
Q2 		$140K Sell
2,104
-990
-32% -$58.1K ﹤0.01% 1914
2016
Q1 		$175K Buy
3,094
+1,082
+54% +$56.5K ﹤0.01% 1693
2015
Q4 		$86K Buy
2,012
+340
+20% +$15.8K ﹤0.01% 2167
2015
Q3 		$87K Buy
1,672
+250
+18% +$13.3K ﹤0.01% 2084
2015
Q2 		$73K Buy
1,422
+420
+42% +$22.4K ﹤0.01% 2321
2015
Q1 		$59K Buy
+1,002
New +$53.7K ﹤0.01% 2437

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BURL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Burlington (BURL) stake by 4.6% in Q4 2019, buying an estimated $36.4K and bringing the position to 3,931 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #1359.

Ladenburg Thalmann Financial Services first reported a position in BURL in Q1 2015 and has held it in 20 quarters since. 464 funds tracked by Wall St. Rank hold BURL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,931 shares of Burlington worth $896K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 174 Burlington shares in Q4 2019, an estimated $36.4K.
  • Burlington made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1359 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Burlington in Q1 2015 and has held it in 20 quarters since.
  • 464 funds tracked by Wall St. Rank held Burlington as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.