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Winfield Associates’s Burlington BURL Stock Holding History

Winfield Associates’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
Q1 		– Sell
-20
Closed -$3K – 193
2017
Q4 		$3K Buy
20
+5
+33% +$509 ﹤0.01% 584
2017
Q3 		$1K Buy
15
+5
+50% +$439 ﹤0.01% 666
2017
Q2 		$1K Hold
10
– – ﹤0.01% 756
2017
Q1 		$1K Hold
10
– – ﹤0.01% 644
2016
Q4 		$1K Hold
10
– – ﹤0.01% 607
2016
Q3 		$1K Buy
+10
New +$773 ﹤0.01% 590

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Winfield Associates's BURL Position: Q1 2018 in Review

Winfield Associates sold out of Burlington (BURL) in Q1 2018, closing a stake of 20 shares — an estimated $3K sold.

Winfield Associates first reported a position in BURL in Q3 2016 and held it in 6 quarters. The position peaked at $3K in Q4 2017. 375 funds tracked by Wall St. Rank hold BURL as of Q1 2018.

  • Winfield Associates reported no remaining Burlington position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 20 Burlington shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in Burlington in Q3 2016 and held it in 6 quarters.
  • Winfield Associates's Burlington position peaked at $3K in Q4 2017.
  • 375 funds tracked by Wall St. Rank held Burlington as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.