MWM
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MinichMacGregor Wealth Management’s Burlington BURL Stock Holding History

MinichMacGregor 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
2018
Q1 		– Sell
-6
Closed – – 512
2017
Q4 		$0 Hold
6
– – ﹤0.01% 490
2017
Q3 		$0 Buy
6
+4
+200% +$351 ﹤0.01% 476
2017
Q2 		$0 Buy
+2
New +$192 ﹤0.01% 472

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MinichMacGregor Wealth Management's BURL Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of Burlington (BURL) in Q1 2018, closing a stake of 6 shares.

MinichMacGregor Wealth Management first reported a position in BURL in Q2 2017 and held it in 3 quarters. The position peaked at $0 in Q4 2017. 375 funds tracked by Wall St. Rank hold BURL as of Q1 2018.

  • MinichMacGregor Wealth Management reported no remaining Burlington position as of Q1 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6 Burlington shares in Q1 2018.
  • MinichMacGregor Wealth Management first reported a position in Burlington in Q2 2017 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Burlington position peaked at $0 in Q4 2017.
  • 375 funds tracked by Wall St. Rank held Burlington as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.