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Brian C. Broderick’s State Street STT Stock Holding History

Brian C. Broderick’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,823
Closed -$237K – 85
2018
Q3 		$237K Sell
2,823
-189
-6% -$16.6K 0.08% 80
2018
Q2 		$281K Hold
3,012
– – 0.1% 75
2018
Q1 		$301K Sell
3,012
-100
-3% -$10.5K 0.11% 76
2017
Q4 		$304K Buy
+3,112
New +$297K 0.11% 76
2017
Q3 		– Sell
-2,347
Closed -$211K – 94
2017
Q2 		$211K Sell
2,347
-500
-18% -$41.6K 0.08% 94
2017
Q1 		$227K Sell
2,847
-568
-17% -$45K 0.09% 88
2016
Q4 		$265K Sell
3,415
-1,950
-36% -$147K 0.11% 84
2016
Q3 		$374K Sell
5,365
-994
-16% -$65K 0.16% 80
2016
Q2 		$344K Sell
6,359
-700
-10% -$41.8K 0.14% 82
2016
Q1 		$412K Buy
7,059
+2,450
+53% +$139K 0.18% 78
2015
Q4 		$307K Buy
4,609
+35
+0.8% +$2.43K 0.14% 81
2015
Q3 		$307K Sell
4,574
-150
-3% -$11.2K 0.14% 82
2015
Q2 		$364K Sell
4,724
-144
-3% -$11.2K 0.16% 80
2015
Q1 		$358K Sell
4,868
-200
-4% -$15K 0.15% 79
2014
Q4 		$398K Hold
5,068
– – 0.17% 80
2014
Q3 		$373K Sell
5,068
-786
-13% -$56K 0.17% 81
2014
Q2 		$393K Sell
5,854
-700
-11% -$46K 0.18% 78
2014
Q1 		$456K Sell
6,554
-38
-0.6% -$2.63K 0.22% 72
2013
Q4 		$484K Hold
6,592
– – 0.24% 72
2013
Q3 		$433K Hold
6,592
– – 0.24% 70
2013
Q2 		$430K Buy
+6,592
New +$410K 0.26% 71

Other funds holding STT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Brian C. Broderick's STT Position: Q4 2018 in Review

Brian C. Broderick sold out of State Street (STT) in Q4 2018, closing a stake of 2,823 shares — an estimated $237K sold.

Brian C. Broderick first reported a position in STT in Q2 2013 and held it in 21 quarters. The position peaked at $484K in Q4 2013. 819 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • Brian C. Broderick reported no remaining State Street position as of Q4 2018 after selling out during the quarter.
  • Brian C. Broderick sold 2,823 State Street shares in Q4 2018, an estimated $237K.
  • Brian C. Broderick first reported a position in State Street in Q2 2013 and held it in 21 quarters.
  • Brian C. Broderick's State Street position peaked at $484K in Q4 2013.
  • 819 funds tracked by Wall St. Rank held State Street as of Q4 2018.

Based on Brian C. Broderick's 13F filing for Q4 2018, filed 24 Jan 2019.