Accurate Investment Solutions’s Broadridge BR Stock Holding History

Accurate Investment Solutions’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-427	Closed	-$40K	–	52
2020 Q1	$40K	Hold	427	–	–	0.03%	210
2019 Q4	$53K	Hold	427	–	–	0.03%	175
2019 Q3	$53K	Hold	427	–	–	0.04%	123
2019 Q2	$55K	Hold	427	–	–	0.04%	112
2019 Q1	$44K	Hold	427	–	–	0.03%	118
2018 Q4	$41K	Hold	427	–	–	0.04%	118
2018 Q3	$56K	Hold	427	–	–	0.04%	122
2018 Q2	$49K	Hold	427	–	–	0.04%	147
2018 Q1	$47K	Hold	427	–	–	0.04%	143
2017 Q4	$39K	Hold	427	–	–	0.03%	154
2017 Q3	$35K	Sell	427 -68	-14%	-$5.24K	0.03%	163
2017 Q2	$37K	Buy	495 +68	+16%	+$4.91K	0.03%	139
2017 Q1	$29K	Hold	427	–	–	0.02%	144
2016 Q4	$28K	Hold	427	–	–	0.02%	150
2016 Q3	$29K	Hold	427	–	–	0.03%	141
2016 Q2	$28K	Hold	427	–	–	0.03%	139
2016 Q1	$25K	Hold	427	–	–	0.02%	211
2015 Q4	$23K	Buy	+427	New	+$23.9K	0.02%	161

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accurate Investment Solutions's BR Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Broadridge (BR) in Q2 2020, closing a stake of 427 shares — an estimated $40K sold.

Accurate Investment Solutions first reported a position in BR in Q4 2015 and held it in 18 quarters. The position peaked at $56K in Q3 2018. 717 funds tracked by Wall St. Rank hold BR as of Q2 2020.

Accurate Investment Solutions reported no remaining Broadridge position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 427 Broadridge shares in Q2 2020, an estimated $40K.
Accurate Investment Solutions first reported a position in Broadridge in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's Broadridge position peaked at $56K in Q3 2018.
717 funds tracked by Wall St. Rank held Broadridge as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.