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Monarch Partners Asset Management’s Burlington BURL Stock Holding History

Monarch Partners Asset 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
-57,150
Closed -$7.03M – 197
2017
Q4 		$7.03M Sell
57,150
-65,710
-53% -$6.69M 0.66% 67
2017
Q3 		$11.7M Buy
+122,860
New +$10.8M 1.13% 26

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $156B AUM 27.51% 1-Year Est. Return

Monarch Partners Asset Management's BURL Position: Q1 2018 in Review

Monarch Partners Asset Management sold out of Burlington (BURL) in Q1 2018, closing a stake of 57,150 shares — an estimated $7.03M sold.

Monarch Partners Asset Management first reported a position in BURL in Q3 2017 and held it in 2 quarters. The position peaked at $11.7M in Q3 2017. 375 funds tracked by Wall St. Rank hold BURL as of Q1 2018.

  • Monarch Partners Asset Management reported no remaining Burlington position as of Q1 2018 after selling out during the quarter.
  • Monarch Partners Asset Management sold 57,150 Burlington shares in Q1 2018, an estimated $7.03M.
  • Monarch Partners Asset Management first reported a position in Burlington in Q3 2017 and held it in 2 quarters.
  • Monarch Partners Asset Management's Burlington position peaked at $11.7M in Q3 2017.
  • 375 funds tracked by Wall St. Rank held Burlington as of Q1 2018.

Based on Monarch Partners Asset Management's 13F filing for Q1 2018, filed 30 Apr 2018.