LPWM
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Lake Point Wealth Management’s Burlington BURL Stock Holding History

Lake Point Wealth Management’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
Q2 		$3K Hold
20
– – ﹤0.01% 478
2019
Q1 		$3K Hold
20
– – ﹤0.01% 478
2018
Q4 		$3K Buy
+20
New +$3.23K ﹤0.01% 622

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Lake Point Wealth Management's BURL Position: Q2 2019 in Review

Lake Point Wealth Management held its Burlington (BURL) position steady in Q2 2019 at 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Lake Point Wealth Management first reported a position in BURL in Q4 2018 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold BURL as of Q2 2019.

  • Lake Point Wealth Management held 20 shares of Burlington worth $3K as of Q2 2019.
  • Lake Point Wealth Management left its Burlington share count unchanged in Q2 2019.
  • Burlington made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #478 holding.
  • Lake Point Wealth Management first reported a position in Burlington in Q4 2018 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held Burlington as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.