Whitney & Co’s Burlington BURL Stock Holding History

Whitney & Co’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	-136	Closed	-$24K	–	153
2018 Q3	$24K	Buy	+136	New	+$21.7K	0.01%	231

Other funds holding BURL

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whitney & Co's BURL Position: Q4 2018 in Review

Whitney & Co sold out of Burlington (BURL) in Q4 2018, closing a stake of 136 shares — an estimated $24K sold.

Whitney & Co first reported a position in BURL in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

Whitney & Co reported no remaining Burlington position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 136 Burlington shares in Q4 2018, an estimated $24K.
Whitney & Co first reported a position in Burlington in Q3 2018 and held it in 1 quarter.
Whitney & Co's Burlington position peaked at $24K in Q3 2018.
427 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.