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Bellwether Investment Group’s Broadridge BR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-127
Closed -$9K – 144
2017
Q1 		$9K Sell
127
-16
-11% -$1.08K 0.02% 511
2016
Q4 		$9K Buy
+143
New +$9.3K 0.01% 657

Other funds holding BR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bellwether Investment Group's BR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Broadridge (BR) in Q2 2017, closing a stake of 127 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in BR in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Broadridge position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 127 Broadridge shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Broadridge in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Broadridge position peaked at $9K in Q1 2017.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.