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Roman Butler Fullerton & Co’s Burlington BURL Stock Holding History

Roman Butler Fullerton & Co’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
-2,304
Closed -$525K – 135
2019
Q4 		$525K Buy
+2,304
New +$482K 0.35% 92
2019
Q1 		– Sell
-2,455
Closed -$403K – 174
2018
Q4 		$403K Buy
+2,455
New +$396K 0.34% 105

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
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

Roman Butler Fullerton & Co's BURL Position: Q1 2020 in Review

Roman Butler Fullerton & Co sold out of Burlington (BURL) in Q1 2020, closing a stake of 2,304 shares — an estimated $525K sold.

Roman Butler Fullerton & Co first reported a position in BURL in Q4 2018 and held it in 2 quarters. The position peaked at $525K in Q4 2019. 432 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Roman Butler Fullerton & Co reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 2,304 Burlington shares in Q1 2020, an estimated $525K.
  • Roman Butler Fullerton & Co first reported a position in Burlington in Q4 2018 and held it in 2 quarters.
  • Roman Butler Fullerton & Co's Burlington position peaked at $525K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2020, filed 13 Apr 2020.