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Destination Wealth Management’s Broadridge BR Stock Holding History

Destination 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
2018
Q4 		– Sell
-7
Closed -$1K – 528
2018
Q3 		$1K Buy
+7
New +$888 ﹤0.01% 613
2018
Q2 		– Sell
-17
Closed -$2K – 522
2018
Q1 		$2K Buy
+17
New +$1.69K ﹤0.01% 497

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State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Destination Wealth Management's BR Position: Q4 2018 in Review

Destination Wealth Management sold out of Broadridge (BR) in Q4 2018, closing a stake of 7 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in BR in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 710 funds tracked by Wall St. Rank hold BR as of Q4 2018.

  • Destination Wealth Management reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 7 Broadridge shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Broadridge in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Broadridge position peaked at $2K in Q1 2018.
  • 710 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.