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Patriot Financial Group Insurance Agency’s Burlington BURL Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q1 		– Sell
-4
Closed -$842 – 1573
2019
Q4 		$1K Hold
4
– – ﹤0.01% 1176
2019
Q3 		$1K Hold
4
– – ﹤0.01% 1151
2019
Q2 		$1K Buy
+4
New +$654 ﹤0.01% 1192
2018
Q2 		– Sell
-28
Closed -$4K – 626
2018
Q1 		$4K Hold
28
– – ﹤0.01% 759
2017
Q4 		$3K Buy
+28
New +$2.85K ﹤0.01% 799

Other funds holding BURL

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BURL Position: Q1 2020 in Review

Patriot Financial Group Insurance Agency sold out of Burlington (BURL) in Q1 2020, closing a stake of 4 shares — an estimated $842 sold.

Patriot Financial Group Insurance Agency first reported a position in BURL in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 433 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Burlington shares in Q1 2020, an estimated $842.
  • Patriot Financial Group Insurance Agency first reported a position in Burlington in Q4 2017 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Burlington position peaked at $4K in Q1 2018.
  • 433 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2020, filed 15 Apr 2020.