VFA
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Valeo Financial Advisors’s Burlington BURL Stock Holding History

Valeo Financial 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
Q4 		– Sell
-40
Closed -$8K – 1687
2020
Q3 		$8K Sell
40
-54
-57% -$10.5K ﹤0.01% 1126
2020
Q2 		$19K Hold
94
– – ﹤0.01% 1070
2020
Q1 		$17K Sell
94
-30
-24% -$6.32K ﹤0.01% 928
2019
Q4 		$28K Sell
124
-26
-17% -$5.43K ﹤0.01% 836
2019
Q3 		$30K Buy
150
+30
+25% +$5.52K ﹤0.01% 740
2019
Q2 		$20K Hold
120
– – ﹤0.01% 841
2019
Q1 		$19K Buy
120
+21
+21% +$3.39K ﹤0.01% 801
2018
Q4 		$16K Hold
99
– – ﹤0.01% 765
2018
Q3 		$17K Buy
+99
New +$15.8K ﹤0.01% 820
2018
Q2 		– Sell
-50
Closed -$7K – 1621
2018
Q1 		$7K Buy
+50
New +$6.18K ﹤0.01% 1017

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Capital International Investors
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return