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Cranbrook Wealth Management’s Broadridge BR Stock Holding History

Cranbrook 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
2014
Q1 		– Sell
-25
Closed -$1K – 158
2013
Q4 		$1K Buy
+25
New +$903 ﹤0.01% 208

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JHIU
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SAM
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Cranbrook Wealth Management's BR Position: Q1 2014 in Review

Cranbrook Wealth Management sold out of Broadridge (BR) in Q1 2014, closing a stake of 25 shares — an estimated $1K sold.

Cranbrook Wealth Management first reported a position in BR in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 351 funds tracked by Wall St. Rank hold BR as of Q1 2014.

  • Cranbrook Wealth Management reported no remaining Broadridge position as of Q1 2014 after selling out during the quarter.
  • Cranbrook Wealth Management sold 25 Broadridge shares in Q1 2014, an estimated $1K.
  • Cranbrook Wealth Management first reported a position in Broadridge in Q4 2013 and held it in 1 quarter.
  • Cranbrook Wealth Management's Broadridge position peaked at $1K in Q4 2013.
  • 351 funds tracked by Wall St. Rank held Broadridge as of Q1 2014.

Based on Cranbrook Wealth Management's 13F filing for Q1 2014, filed 1 May 2014.