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Wilbanks Smith & Thomas Asset Management’s Burlington BURL Stock Holding History

Wilbanks Smith & Thomas Asset 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
-25
Closed -$4K – 479
2018
Q3 		$4K Buy
+25
New +$3.99K ﹤0.01% 1255

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BURL Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Burlington (BURL) in Q4 2018, closing a stake of 25 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BURL in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 427 funds tracked by Wall St. Rank hold BURL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Burlington position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 25 Burlington shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Burlington in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Burlington position peaked at $4K in Q3 2018.
  • 427 funds tracked by Wall St. Rank held Burlington as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.