Wealthcare Advisory Partners’s Burlington BURL Stock Holding History

Wealthcare Advisory 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
2020 Q1	–	Sell	-67	Closed	-$15K	–	1485
2019 Q4	$15K	Hold	67	–	–	﹤0.01%	836
2019 Q3	$13K	Hold	67	–	–	﹤0.01%	862
2019 Q2	$11K	Hold	67	–	–	﹤0.01%	874
2019 Q1	$10K	Hold	67	–	–	﹤0.01%	806
2018 Q4	$11K	Hold	67	–	–	﹤0.01%	761
2018 Q3	$11K	Hold	67	–	–	﹤0.01%	807
2018 Q2	$10K	Buy	+67	New	+$9.54K	﹤0.01%	828

Other funds holding BURL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wealthcare Advisory Partners's BURL Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Burlington (BURL) in Q1 2020, closing a stake of 67 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in BURL in Q2 2018 and held it in 7 quarters. The position peaked at $15K in Q4 2019. 434 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

Wealthcare Advisory Partners reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 67 Burlington shares in Q1 2020, an estimated $15K.
Wealthcare Advisory Partners first reported a position in Burlington in Q2 2018 and held it in 7 quarters.
Wealthcare Advisory Partners's Burlington position peaked at $15K in Q4 2019.
434 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.