Lucus Advisors’s Burlington BURL Stock Holding History

Lucus Advisors’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
2017 Q3	–	Sell	-3,891	Closed	-$358K	–	199
2017 Q2	$358K	Buy	+3,891	New	+$374K	0.48%	90

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lucus Advisors's BURL Position: Q3 2017 in Review

Lucus Advisors sold out of Burlington (BURL) in Q3 2017, closing a stake of 3,891 shares — an estimated $358K sold.

Lucus Advisors first reported a position in BURL in Q2 2017 and held it in 1 quarter. The position peaked at $358K in Q2 2017. 298 funds tracked by Wall St. Rank hold BURL as of Q3 2017.

Lucus Advisors reported no remaining Burlington position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 3,891 Burlington shares in Q3 2017, an estimated $358K.
Lucus Advisors first reported a position in Burlington in Q2 2017 and held it in 1 quarter.
Lucus Advisors's Burlington position peaked at $358K in Q2 2017.
298 funds tracked by Wall St. Rank held Burlington as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.