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Cetera Advisors’s Brown & Brown BRO Stock Holding History

Cetera Advisors’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-13,284
Closed -$216K – 692
2014
Q4 		$216K Buy
13,284
+388
+3% +$6.23K 0.02% 581
2014
Q3 		$206K Buy
+12,896
New +$204K 0.02% 545

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Cetera Advisors's BRO Position: Q1 2015 in Review

Cetera Advisors sold out of Brown & Brown (BRO) in Q1 2015, closing a stake of 13,284 shares — an estimated $216K sold.

Cetera Advisors first reported a position in BRO in Q3 2014 and held it in 2 quarters. The position peaked at $216K in Q4 2014. 232 funds tracked by Wall St. Rank hold BRO as of Q1 2015.

  • Cetera Advisors reported no remaining Brown & Brown position as of Q1 2015 after selling out during the quarter.
  • Cetera Advisors sold 13,284 Brown & Brown shares in Q1 2015, an estimated $216K.
  • Cetera Advisors first reported a position in Brown & Brown in Q3 2014 and held it in 2 quarters.
  • Cetera Advisors's Brown & Brown position peaked at $216K in Q4 2014.
  • 232 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2015.

Based on Cetera Advisors's 13F filing for Q1 2015, filed 15 May 2015.