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Catamount Wealth Management’s Broadridge BR Stock Holding History

Catamount Wealth 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
2017
Q2 		– Sell
-100
Closed -$7K – 177
2017
Q1 		$7K Hold
100
– – ﹤0.01% 145
2016
Q4 		$7K Hold
100
– – 0.01% 125
2016
Q3 		$7K Hold
100
– – 0.01% 119
2016
Q2 		$7K Buy
+100
New +$6.2K 0.01% 104

Other funds holding BR

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Catamount Wealth Management's BR Position: Q2 2017 in Review

Catamount Wealth Management sold out of Broadridge (BR) in Q2 2017, closing a stake of 100 shares — an estimated $7K sold.

Catamount Wealth Management first reported a position in BR in Q2 2016 and held it in 4 quarters. The position peaked at $7K in Q1 2017. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • Catamount Wealth Management reported no remaining Broadridge position as of Q2 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 100 Broadridge shares in Q2 2017, an estimated $7K.
  • Catamount Wealth Management first reported a position in Broadridge in Q2 2016 and held it in 4 quarters.
  • Catamount Wealth Management's Broadridge position peaked at $7K in Q1 2017.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.