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Westside Investment Management’s Burlington BURL Stock Holding History

Westside Investment 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
2018
Q4 		– Sell
-70
Closed -$11.2K – 705
2018
Q3 		$11.2K Sell
70
-8
-10% -$1.28K ﹤0.01% 474
2018
Q2 		$11.6K Sell
78
-20
-20% -$2.85K ﹤0.01% 526
2018
Q1 		$13.1K Sell
98
-12
-11% -$1.48K 0.01% 487
2017
Q4 		$13.4K Sell
110
-11
-9% -$1.12K 0.01% 499
2017
Q3 		$11.1K Buy
121
+13
+12% +$1.14K 0.01% 523
2017
Q2 		$9.5K Hold
108
– – 0.01% 548
2017
Q1 		$10.1K Buy
108
+19
+21% +$1.68K ﹤0.01% 501
2016
Q4 		$7.61K Buy
+89
New +$7.18K 0.01% 458

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westside Investment Management's BURL Position: Q4 2018 in Review

Westside Investment Management sold out of Burlington (BURL) in Q4 2018, closing a stake of 70 shares — an estimated $11.2K sold.

Westside Investment Management first reported a position in BURL in Q4 2016 and held it in 8 quarters. The position peaked at $13.4K in Q4 2017. 429 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

  • Westside Investment Management reported no remaining Burlington position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 70 Burlington shares in Q4 2018, an estimated $11.2K.
  • Westside Investment Management first reported a position in Burlington in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's Burlington position peaked at $13.4K in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.