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BAM
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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