Wealthspire Advisors (Maryland)’s Burlington BURL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-555	Closed	-$87K	–	682
2019 Q1	$87K	Sell	555 -62	-10%	-$10K	0.01%	690
2018 Q4	$100K	Buy	617 +51	+9%	+$8.23K	0.01%	602
2018 Q3	$92K	Buy	566 +92	+19%	+$14.7K	0.01%	722
2018 Q2	$71K	Sell	474 -57	-11%	-$8.11K	0.01%	836
2018 Q1	$71K	Buy	531 +179	+51%	+$22.1K	0.01%	847
2017 Q4	$43K	Sell	352 -23	-6%	-$2.34K	﹤0.01%	1063
2017 Q3	$36K	Sell	375 -84	-18%	-$7.37K	﹤0.01%	1092
2017 Q2	$42K	Buy	459 +73	+19%	+$7.02K	0.01%	1007
2017 Q1	$38K	Buy	386 +3	+0.8%	+$266	0.01%	873
2016 Q4	$32K	Sell	383 -189	-33%	-$15.3K	﹤0.01%	886
2016 Q3	$46K	Buy	572 +57	+11%	+$4.41K	0.01%	798
2016 Q2	$34K	Buy	515 +88	+21%	+$5.17K	0.01%	821
2016 Q1	$24K	Buy	427 +351	+462%	+$18.3K	﹤0.01%	896
2015 Q4	$3K	Buy	+76	New	+$3.52K	﹤0.01%	1446

Other funds holding BURL

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return