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Crow Point Partners’s Broadridge BR Stock Holding History

Crow Point Partners’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
Q3 		$314K Buy
+7,540
New +$313K 0.04% 163

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Crow Point Partners's BR Position: Q3 2014 in Review

Crow Point Partners opened a new position in Broadridge (BR) in Q3 2014: 7,540 shares worth $314K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings.

368 funds tracked by Wall St. Rank hold BR as of Q3 2014.

  • Crow Point Partners held 7,540 shares of Broadridge worth $314K as of Q3 2014.
  • Broadridge was a new Crow Point Partners position in Q3 2014.
  • Broadridge made up 0.04% of Crow Point Partners's portfolio in Q3 2014, its #163 holding.
  • 368 funds tracked by Wall St. Rank held Broadridge as of Q3 2014.

Based on Crow Point Partners's 13F filing for Q3 2014, filed 20 Nov 2014.