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Delphi Private Advisors’s Broadridge BR Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-19
Closed -$1K – 287
2016
Q3 		$1K Hold
19
– – ﹤0.01% 317
2016
Q2 		$1K Buy
+19
New +$1.18K ﹤0.01% 326

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delphi Private Advisors's BR Position: Q4 2016 in Review

Delphi Private Advisors sold out of Broadridge (BR) in Q4 2016, closing a stake of 19 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in BR in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Delphi Private Advisors reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 19 Broadridge shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in Broadridge in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's Broadridge position peaked at $1K in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.