Leuthold Group’s Burlington BURL Stock Holding History

Leuthold Group’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 Q2	–	Sell	-26,424	Closed	-$1.49M	–	212
2016 Q1	$1.49M	Buy	26,424 +521	+2%	+$27.2K	0.16%	143
2015 Q4	$1.11M	Buy	25,903 +1,171	+5%	+$54.2K	0.12%	159
2015 Q3	$1.26M	Sell	24,732 -1,797	-7%	-$96K	0.13%	155
2015 Q2	$1.36M	Buy	+26,529	New	+$1.42M	0.13%	176

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Leuthold Group's BURL Position: Q2 2016 in Review

Leuthold Group sold out of Burlington (BURL) in Q2 2016, closing a stake of 26,424 shares — an estimated $1.49M sold.

Leuthold Group first reported a position in BURL in Q2 2015 and held it in 4 quarters. The position peaked at $1.49M in Q1 2016. 269 funds tracked by Wall St. Rank hold BURL as of Q2 2016.

Leuthold Group reported no remaining Burlington position as of Q2 2016 after selling out during the quarter.
Leuthold Group sold 26,424 Burlington shares in Q2 2016, an estimated $1.49M.
Leuthold Group first reported a position in Burlington in Q2 2015 and held it in 4 quarters.
Leuthold Group's Burlington position peaked at $1.49M in Q1 2016.
269 funds tracked by Wall St. Rank held Burlington as of Q2 2016.

Based on Leuthold Group's 13F filing for Q2 2016, filed 15 Aug 2016.