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BW Gestao de Investimentos’s Broadridge BR Stock Holding History

BW Gestao de Investimentos’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
2018
Q2 		– Sell
-5,594
Closed -$614K – 102
2018
Q1 		$614K Sell
5,594
-264
-5% -$26.2K 0.08% 72
2017
Q4 		$531K Buy
5,858
+394
+7% +$34.4K 0.08% 76
2017
Q3 		$442K Sell
5,464
-780
-12% -$60.1K 0.09% 57
2017
Q2 		$472K Sell
6,244
-711
-10% -$51.3K 0.13% 62
2017
Q1 		$473K Sell
6,955
-395
-5% -$26.8K 0.13% 48
2016
Q4 		$487K Sell
7,350
-540
-7% -$35.1K 0.4% 34
2016
Q3 		$535K Hold
7,890
– – 0.38% 27
2016
Q2 		$514K Sell
7,890
-2,285
-22% -$142K 0.59% 23
2016
Q1 		$603K Sell
10,175
-390
-4% -$21.3K 0.36% 37
2015
Q4 		$568K Sell
10,565
-305
-3% -$17.1K 0.53% 40
2015
Q3 		$602K Sell
10,870
-715
-6% -$38.4K 0.42% 33
2015
Q2 		$579K Sell
11,585
-5,585
-33% -$298K 0.36% 43
2015
Q1 		$945K Sell
17,170
-2,930
-15% -$149K 0.52% 25
2014
Q4 		$928K Hold
20,100
– – 0.66% 24
2014
Q3 		$837K Buy
+20,100
New +$835K 0.36% 41

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BW Gestao de Investimentos's BR Position: Q2 2018 in Review

BW Gestao de Investimentos sold out of Broadridge (BR) in Q2 2018, closing a stake of 5,594 shares — an estimated $614K sold.

BW Gestao de Investimentos first reported a position in BR in Q3 2014 and held it in 15 quarters. The position peaked at $945K in Q1 2015. 682 funds tracked by Wall St. Rank hold BR as of Q2 2018.

  • BW Gestao de Investimentos reported no remaining Broadridge position as of Q2 2018 after selling out during the quarter.
  • BW Gestao de Investimentos sold 5,594 Broadridge shares in Q2 2018, an estimated $614K.
  • BW Gestao de Investimentos first reported a position in Broadridge in Q3 2014 and held it in 15 quarters.
  • BW Gestao de Investimentos's Broadridge position peaked at $945K in Q1 2015.
  • 682 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

Based on BW Gestao de Investimentos's 13F filing for Q2 2018, filed 14 Aug 2018.