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Wealthcare Capital Management’s Burlington BURL Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-7
Closed -$2K – 305
2019
Q4 		$2K Buy
+7
New +$1.46K ﹤0.01% 403
2015
Q2 		– Sell
-444
Closed – – 447
2015
Q1 		$0 Buy
+444
New +$23.8K ﹤0.01% 929

Other funds holding BURL

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wealthcare Capital Management's BURL Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Burlington (BURL) in Q1 2020, closing a stake of 7 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in BURL in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 432 funds tracked by Wall St. Rank hold BURL as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Burlington position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 7 Burlington shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Burlington in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Burlington position peaked at $2K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Burlington as of Q1 2020.

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