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Edge Advisors’s Broadridge BR Stock Holding History

Edge 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
Q2 		$95K Hold
830
– – 0.01% 406
2018
Q1 		$90K Hold
830
– – 0.01% 424
2017
Q4 		$74K Hold
830
– – 0.01% 446
2017
Q3 		$66K Hold
830
– – 0.01% 453
2017
Q2 		$62K Hold
830
– – 0.01% 462
2017
Q1 		$56K Sell
830
-18
-2% -$1.22K 0.01% 492
2016
Q4 		$55K Buy
+848
New +$55.1K 0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Advisors's BR Position: Q2 2018 in Review

Edge Advisors held its Broadridge (BR) position steady in Q2 2018 at 830 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #406.

Edge Advisors first reported a position in BR in Q4 2016 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold BR as of Q2 2018.

  • Edge Advisors held 830 shares of Broadridge worth $95K as of Q2 2018.
  • Edge Advisors left its Broadridge share count unchanged in Q2 2018.
  • Broadridge made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #406 holding.
  • Edge Advisors first reported a position in Broadridge in Q4 2016 and has held it in 7 quarters since.
  • 681 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.