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Signature Wealth Management Group’s Burlington BURL Stock Holding History

Signature Wealth Management Group’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
Q4 		– Sell
-43
Closed -$7K – 103
2018
Q3 		$7K Hold
43
– – 0.01% 213
2018
Q2 		$6K Hold
43
– – ﹤0.01% 224
2018
Q1 		$6K Hold
43
– – ﹤0.01% 220
2017
Q4 		$5K Buy
+43
New +$4.38K ﹤0.01% 247

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Signature Wealth Management Group's BURL Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Burlington (BURL) in Q4 2018, closing a stake of 43 shares — an estimated $7K sold.

Signature Wealth Management Group first reported a position in BURL in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Burlington position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 43 Burlington shares in Q4 2018, an estimated $7K.
  • Signature Wealth Management Group first reported a position in Burlington in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Burlington position peaked at $7K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.