SPC
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Sigma Planning Corp’s Burlington BURL Stock Holding History

Sigma Planning Corp’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
2016
Q4 		– Sell
-5,421
Closed -$439K – 748
2016
Q3 		$439K Buy
5,421
+1,135
+26% +$87.8K 0.05% 380
2016
Q2 		$286K Buy
+4,286
New +$252K 0.04% 495

Other funds holding BURL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sigma Planning Corp's BURL Position: Q4 2016 in Review

Sigma Planning Corp sold out of Burlington (BURL) in Q4 2016, closing a stake of 5,421 shares — an estimated $439K sold.

Sigma Planning Corp first reported a position in BURL in Q2 2016 and held it in 2 quarters. The position peaked at $439K in Q3 2016. 315 funds tracked by Wall St. Rank hold BURL as of Q4 2016.

  • Sigma Planning Corp reported no remaining Burlington position as of Q4 2016 after selling out during the quarter.
  • Sigma Planning Corp sold 5,421 Burlington shares in Q4 2016, an estimated $439K.
  • Sigma Planning Corp first reported a position in Burlington in Q2 2016 and held it in 2 quarters.
  • Sigma Planning Corp's Burlington position peaked at $439K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held Burlington as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.