LWM
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Lionsbridge Wealth Management’s Burlington BURL Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-9
Closed -$2K – 71
2019
Q4 		$2K Buy
+9
New +$1.88K ﹤0.01% 177

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lionsbridge Wealth Management's BURL Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Burlington (BURL) in Q1 2020, closing a stake of 9 shares — an estimated $2K sold.

Lionsbridge Wealth Management first reported a position in BURL in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 432 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 9 Burlington shares in Q1 2020, an estimated $2K.
  • Lionsbridge Wealth Management first reported a position in Burlington in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Burlington position peaked at $2K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.