Advisory Research’s Bright Horizons BFAM Stock Holding History

Advisory Research’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-20,396	Closed	-$1.76M	–	410
2017 Q3	$1.76M	Sell	20,396 -1,104	-5%	-$88K	0.03%	231
2017 Q2	$1.66M	Sell	21,500 -18,779	-47%	-$1.43M	0.03%	245
2017 Q1	$2.92M	Sell	40,279 -15,451	-28%	-$1.08M	0.04%	209
2016 Q4	$3.9M	Buy	+55,730	New	+$3.79M	0.06%	151

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Research's BFAM Position: Q4 2017 in Review

Advisory Research sold out of Bright Horizons (BFAM) in Q4 2017, closing a stake of 20,396 shares — an estimated $1.76M sold.

Advisory Research first reported a position in BFAM in Q4 2016 and held it in 4 quarters. The position peaked at $3.9M in Q4 2016. 246 funds tracked by Wall St. Rank hold BFAM as of Q4 2017.

Advisory Research reported no remaining Bright Horizons position as of Q4 2017 after selling out during the quarter.
Advisory Research sold 20,396 Bright Horizons shares in Q4 2017, an estimated $1.76M.
Advisory Research first reported a position in Bright Horizons in Q4 2016 and held it in 4 quarters.
Advisory Research's Bright Horizons position peaked at $3.9M in Q4 2016.
246 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.