VAM
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Visionary Asset Management’s Burlington BURL Stock Holding History

Visionary Asset Management’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 		$208K Sell
1,277
-436
-25% -$70.4K 0.08% 118
2018
Q3 		$279K Sell
1,713
-11
-0.6% -$1.75K 0.09% 220
2018
Q2 		$260K Hold
1,724
– – 0.09% 204
2018
Q1 		$233K Sell
1,724
-14
-0.8% -$1.73K 0.08% 222
2017
Q4 		$214K Buy
+1,738
New +$177K 0.06% 254

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

Visionary Asset Management's BURL Position: Q4 2018 in Review

Visionary Asset Management reduced its Burlington (BURL) stake by 25% in Q4 2018, selling an estimated $70.4K and leaving 1,277 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #118.

Visionary Asset Management first reported a position in BURL in Q4 2017 and has held it in 5 quarters since. The position peaked at $279K in Q3 2018. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

  • Visionary Asset Management held 1,277 shares of Burlington worth $208K as of Q4 2018.
  • Visionary Asset Management sold 436 Burlington shares in Q4 2018, an estimated $70.4K.
  • Burlington made up 0.08% of Visionary Asset Management's portfolio in Q4 2018, its #118 holding.
  • Visionary Asset Management first reported a position in Burlington in Q4 2017 and has held it in 5 quarters since.
  • Visionary Asset Management's Burlington position peaked at $279K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.