Sanders Morris Harris’s Burlington BURL Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-2,500	Closed	-$333K	–	143
2018 Q1	$333K	Hold	2,500	–	–	0.14%	96
2017 Q4	$308K	Hold	2,500	–	–	0.13%	87
2017 Q3	$239K	Buy	+2,500	New	+$219K	0.1%	105
2017 Q2	–	Sell	-5,000	Closed	-$486K	–	137
2017 Q1	$486K	Buy	+5,000	New	+$443K	0.18%	77

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sanders Morris Harris's BURL Position: Q2 2018 in Review

Sanders Morris Harris sold out of Burlington (BURL) in Q2 2018, closing a stake of 2,500 shares — an estimated $333K sold.

Sanders Morris Harris first reported a position in BURL in Q1 2017 and held it in 4 quarters. The position peaked at $486K in Q1 2017. 386 funds tracked by Wall St. Rank hold BURL as of Q2 2018.

Sanders Morris Harris reported no remaining Burlington position as of Q2 2018 after selling out during the quarter.
Sanders Morris Harris sold 2,500 Burlington shares in Q2 2018, an estimated $333K.
Sanders Morris Harris first reported a position in Burlington in Q1 2017 and held it in 4 quarters.
Sanders Morris Harris's Burlington position peaked at $486K in Q1 2017.
386 funds tracked by Wall St. Rank held Burlington as of Q2 2018.

Based on Sanders Morris Harris's 13F filing for Q2 2018, filed 10 Jul 2018.