SWP
BURL icon

Stratos Wealth Partners’s Burlington BURL Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-148
Closed -$24K – 1021
2018
Q3 		$24K Buy
+148
New +$23.6K ﹤0.01% 1783
2018
Q2 		– Sell
-111
Closed -$15K – 1169
2018
Q1 		$15K Sell
111
-107
-49% -$13.2K ﹤0.01% 2118
2017
Q4 		$27K Buy
+218
New +$22.2K ﹤0.01% 1797

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

Stratos Wealth Partners's BURL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Burlington (BURL) in Q4 2018, closing a stake of 148 shares — an estimated $24K sold.

Stratos Wealth Partners first reported a position in BURL in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q4 2017. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Burlington position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 148 Burlington shares in Q4 2018, an estimated $24K.
  • Stratos Wealth Partners first reported a position in Burlington in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Burlington position peaked at $27K in Q4 2017.
  • 427 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.