WealthTrust-Arizona’s Burlington BURL Stock Holding History

WealthTrust-Arizona’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
2017 Q2	–	Sell	-33	Closed	-$3K	–	640
2017 Q1	$3K	Hold	33	–	–	﹤0.01%	511
2016 Q4	$3K	Hold	33	–	–	﹤0.01%	505
2016 Q3	$3K	Buy	+33	New	+$2.55K	﹤0.01%	517

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

WealthTrust-Arizona's BURL Position: Q2 2017 in Review

WealthTrust-Arizona sold out of Burlington (BURL) in Q2 2017, closing a stake of 33 shares — an estimated $3K sold.

WealthTrust-Arizona first reported a position in BURL in Q3 2016 and held it in 3 quarters. The position peaked at $3K in Q1 2017. 307 funds tracked by Wall St. Rank hold BURL as of Q2 2017.

WealthTrust-Arizona reported no remaining Burlington position as of Q2 2017 after selling out during the quarter.
WealthTrust-Arizona sold 33 Burlington shares in Q2 2017, an estimated $3K.
WealthTrust-Arizona first reported a position in Burlington in Q3 2016 and held it in 3 quarters.
WealthTrust-Arizona's Burlington position peaked at $3K in Q1 2017.
307 funds tracked by Wall St. Rank held Burlington as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.