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Aviance Capital Management’s Broadridge BR Stock Holding History

Aviance Capital Management’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
Q4 		– Sell
-16,216
Closed -$1.1M – 206
2016
Q3 		$1.1M Sell
16,216
-58
-0.4% -$3.96K 0.03% 202
2016
Q2 		$1.06M Sell
16,274
-246
-1% -$15.2K 0.03% 195
2016
Q1 		$980K Buy
16,520
+3,078
+23% +$168K 0.03% 175
2015
Q4 		$722K Buy
13,442
+5,343
+66% +$300K 0.02% 188
2015
Q3 		$448K Buy
+8,099
New +$435K 0.02% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aviance Capital Management's BR Position: Q4 2016 in Review

Aviance Capital Management sold out of Broadridge (BR) in Q4 2016, closing a stake of 16,216 shares — an estimated $1.1M sold.

Aviance Capital Management first reported a position in BR in Q3 2015 and held it in 5 quarters. The position peaked at $1.1M in Q3 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Aviance Capital Management reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 16,216 Broadridge shares in Q4 2016, an estimated $1.1M.
  • Aviance Capital Management first reported a position in Broadridge in Q3 2015 and held it in 5 quarters.
  • Aviance Capital Management's Broadridge position peaked at $1.1M in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.