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Broadview Advisors’s Scansource SCSC Stock Holding History

Broadview Advisors’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,600
Closed -$629K – 107
2016
Q4 		$629K Hold
15,600
– – 0.08% 95
2016
Q3 		$569K Hold
15,600
– – 0.08% 92
2016
Q2 		$579K Hold
15,600
– – 0.09% 90
2016
Q1 		$630K Hold
15,600
– – 0.09% 86
2015
Q4 		$503K Buy
+15,600
New +$576K 0.07% 93
2015
Q2 		– Sell
-69,261
Closed -$2.81M – 104
2015
Q1 		$2.81M Sell
69,261
-3,450
-5% -$131K 0.28% 76
2014
Q4 		$2.92M Sell
72,711
-50
-0.1% -$1.88K 0.3% 72
2014
Q3 		$2.52M Buy
72,761
+350
+0.5% +$13.1K 0.27% 71
2014
Q2 		$2.76M Hold
72,411
– – 0.27% 78
2014
Q1 		$2.95M Buy
72,411
+500
+0.7% +$19.7K 0.3% 75
2013
Q4 		$3.05M Sell
71,911
-120,251
-63% -$4.74M 0.33% 70
2013
Q3 		$6.65M Sell
192,162
-52,513
-21% -$1.78M 0.77% 59
2013
Q2 		$7.83M Buy
+244,675
New +$7.42M 1.1% 38

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return