Luther King Capital Management (LKCM)
BURL icon

Luther King Capital Management (LKCM)’s Burlington BURL Stock Holding History

Luther King Capital Management (LKCM)’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
2018
Q2 		– Sell
-1,615
Closed -$215K – 510
2018
Q1 		$215K Buy
+1,615
New +$200K ﹤0.01% 497
2017
Q2 		– Sell
-8,970
Closed -$873K – 502
2017
Q1 		$873K Sell
8,970
-1,665
-16% -$147K 0.01% 362
2016
Q4 		$901K Sell
10,635
-14,020
-57% -$1.13M 0.01% 350
2016
Q3 		$2M Sell
24,655
-266,080
-92% -$20.6M 0.02% 283
2016
Q2 		$19.4M Sell
290,735
-20,465
-7% -$1.2M 0.19% 115
2016
Q1 		$17.5M Sell
311,200
-88,085
-22% -$4.6M 0.17% 119
2015
Q4 		$17.1M Sell
399,285
-66,920
-14% -$3.1M 0.16% 139
2015
Q3 		$23.8M Buy
+466,205
New +$24.9M 0.23% 114

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BURL Position: Q2 2018 in Review

Luther King Capital Management (LKCM) sold out of Burlington (BURL) in Q2 2018, closing a stake of 1,615 shares — an estimated $215K sold.

Luther King Capital Management (LKCM) first reported a position in BURL in Q3 2015 and held it in 8 quarters. The position peaked at $23.8M in Q3 2015. 386 funds tracked by Wall St. Rank hold BURL as of Q2 2018.

  • Luther King Capital Management (LKCM) reported no remaining Burlington position as of Q2 2018 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 1,615 Burlington shares in Q2 2018, an estimated $215K.
  • Luther King Capital Management (LKCM) first reported a position in Burlington in Q3 2015 and held it in 8 quarters.
  • Luther King Capital Management (LKCM)'s Burlington position peaked at $23.8M in Q3 2015.
  • 386 funds tracked by Wall St. Rank held Burlington as of Q2 2018.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2018, filed 13 Aug 2018.