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Alerus Investment Advisors’s Broadridge BR Stock Holding History

Alerus Investment Advisors’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
2016
Q1 		$2K Buy
+41
New +$2.24K ﹤0.01% 189

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Alerus Investment Advisors's BR Position: Q1 2016 in Review

Alerus Investment Advisors opened a new position in Broadridge (BR) in Q1 2016: 41 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #189 among its holdings.

466 funds tracked by Wall St. Rank hold BR as of Q1 2016.

  • Alerus Investment Advisors held 41 shares of Broadridge worth $2K as of Q1 2016.
  • Broadridge was a new Alerus Investment Advisors position in Q1 2016.
  • Broadridge made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #189 holding.
  • 466 funds tracked by Wall St. Rank held Broadridge as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.