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TRUE Private Wealth Advisors’s Burlington BURL Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q1 		– Sell
-16
Closed -$3K – 686
2019
Q4 		$3K Buy
+16
New +$3.34K ﹤0.01% 706
2019
Q3 		– Sell
-16
Closed -$2K – 285
2019
Q2 		$2K Buy
+16
New +$2.62K ﹤0.01% 707
2018
Q4 		– Sell
-578
Closed -$94.2K – 330
2018
Q3 		$94.2K Buy
+578
New +$92.2K 0.01% 374

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

TRUE Private Wealth Advisors's BURL Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Burlington (BURL) in Q1 2020, closing a stake of 16 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in BURL in Q3 2018 and held it in 3 quarters. The position peaked at $94.2K in Q3 2018. 434 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 16 Burlington shares in Q1 2020, an estimated $3K.
  • TRUE Private Wealth Advisors first reported a position in Burlington in Q3 2018 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Burlington position peaked at $94.2K in Q3 2018.
  • 434 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.