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Parisi Gray Wealth Management’s Burlington BURL Stock Holding History

Parisi Gray 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
-76
Closed -$9K – 613
2017
Q4 		$9K Buy
+76
New +$7.74K 0.01% 465

Other funds holding BURL

T. Rowe Price Associates
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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

Parisi Gray Wealth Management's BURL Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Burlington (BURL) in Q1 2018, closing a stake of 76 shares — an estimated $9K sold.

Parisi Gray Wealth Management first reported a position in BURL in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 375 funds tracked by Wall St. Rank hold BURL as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Burlington position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 76 Burlington shares in Q1 2018, an estimated $9K.
  • Parisi Gray Wealth Management first reported a position in Burlington in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Burlington position peaked at $9K in Q4 2017.
  • 375 funds tracked by Wall St. Rank held Burlington as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.