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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BURL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Burlington (BURL) in Q2 2019, closing a stake of 555 shares — an estimated $87K sold.

Wealthspire Advisors (Maryland) first reported a position in BURL in Q4 2015 and held it in 14 quarters. The position peaked at $100K in Q4 2018. 403 funds tracked by Wall St. Rank hold BURL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Burlington position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 555 Burlington shares in Q2 2019, an estimated $87K.
  • Wealthspire Advisors (Maryland) first reported a position in Burlington in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Burlington position peaked at $100K in Q4 2018.
  • 403 funds tracked by Wall St. Rank held Burlington as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.