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Cynosure Advisors’s Broadridge BR Stock Holding History

Cynosure Advisors’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
Q3 		– Sell
-3,644
Closed -$419K – 39
2018
Q2 		$419K Sell
3,644
-1,762
-33% -$199K 0.11% 132
2018
Q1 		$593K Buy
5,406
+60
+1% +$5.96K 0.15% 79
2017
Q4 		$484K Buy
+5,346
New +$466K 0.11% 111

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cynosure Advisors's BR Position: Q3 2018 in Review

Cynosure Advisors sold out of Broadridge (BR) in Q3 2018, closing a stake of 3,644 shares — an estimated $419K sold.

Cynosure Advisors first reported a position in BR in Q4 2017 and held it in 3 quarters. The position peaked at $593K in Q1 2018. 726 funds tracked by Wall St. Rank hold BR as of Q3 2018.

  • Cynosure Advisors reported no remaining Broadridge position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 3,644 Broadridge shares in Q3 2018, an estimated $419K.
  • Cynosure Advisors first reported a position in Broadridge in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Broadridge position peaked at $593K in Q1 2018.
  • 726 funds tracked by Wall St. Rank held Broadridge as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.