Bruderman Asset Management’s Broadridge BR Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-100	Closed	-$10K	–	169
2019 Q1	$10K	Sell	100 -20	-17%	-$2.01K	﹤0.01%	438
2018 Q4	$12K	Buy	+120	New	+$13K	﹤0.01%	406
2017 Q3	–	Sell	-252	Closed	-$19K	–	144
2017 Q2	$19K	Buy	+252	New	+$18.2K	0.01%	273
2017 Q1	–	Sell	-249	Closed	-$17K	–	142
2016 Q4	$17K	Buy	249 +1	+0.4%	+$65	0.01%	284
2016 Q3	$17K	Buy	+248	New	+$16.9K	0.01%	293

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bruderman Asset Management's BR Position: Q2 2019 in Review

Bruderman Asset Management sold out of Broadridge (BR) in Q2 2019, closing a stake of 100 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in BR in Q3 2016 and held it in 5 quarters. The position peaked at $19K in Q2 2017. 690 funds tracked by Wall St. Rank hold BR as of Q2 2019.

Bruderman Asset Management reported no remaining Broadridge position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 100 Broadridge shares in Q2 2019, an estimated $10K.
Bruderman Asset Management first reported a position in Broadridge in Q3 2016 and held it in 5 quarters.
Bruderman Asset Management's Broadridge position peaked at $19K in Q2 2017.
690 funds tracked by Wall St. Rank held Broadridge as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.