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Rothschild Capital Partners’s Burlington BURL Stock Holding History

Rothschild Capital Partners’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
2019
Q1 		– Sell
-23,043
Closed -$3.75M – 39
2018
Q4 		$3.75M Sell
23,043
-12,044
-34% -$1.94M 2.02% 18
2018
Q3 		$5.72M Hold
35,087
– – 2.54% 13
2018
Q2 		$5.28M Hold
35,087
– – 2.21% 15
2018
Q1 		$4.67M Buy
35,087
+16,568
+89% +$2.05M 1.84% 21
2017
Q4 		$2.28M Buy
+18,519
New +$1.89M 0.89% 32

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Vanguard Group
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Rothschild Capital Partners's BURL Position: Q1 2019 in Review

Rothschild Capital Partners sold out of Burlington (BURL) in Q1 2019, closing a stake of 23,043 shares — an estimated $3.75M sold.

Rothschild Capital Partners first reported a position in BURL in Q4 2017 and held it in 5 quarters. The position peaked at $5.72M in Q3 2018. 430 funds tracked by Wall St. Rank hold BURL as of Q1 2019.

  • Rothschild Capital Partners reported no remaining Burlington position as of Q1 2019 after selling out during the quarter.
  • Rothschild Capital Partners sold 23,043 Burlington shares in Q1 2019, an estimated $3.75M.
  • Rothschild Capital Partners first reported a position in Burlington in Q4 2017 and held it in 5 quarters.
  • Rothschild Capital Partners's Burlington position peaked at $5.72M in Q3 2018.
  • 430 funds tracked by Wall St. Rank held Burlington as of Q1 2019.

Based on Rothschild Capital Partners's 13F filing for Q1 2019, filed 7 May 2019.