Rockefeller Financial Services’s Burlington BURL Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$4.77M	Buy	+38,777	New	+$3.95M	0.08%	138

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Rockefeller Financial Services's BURL Position: Q4 2017 in Review

Rockefeller Financial Services opened a new position in Burlington (BURL) in Q4 2017: 38,777 shares worth $4.77M. The stake represents 0.08% of the portfolio and ranks #138 among its holdings.

339 funds tracked by Wall St. Rank hold BURL as of Q4 2017.

Rockefeller Financial Services held 38,777 shares of Burlington worth $4.77M as of Q4 2017.
Burlington was a new Rockefeller Financial Services position in Q4 2017.
Burlington made up 0.08% of Rockefeller Financial Services's portfolio in Q4 2017, its #138 holding.
339 funds tracked by Wall St. Rank held Burlington as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.