Emerson Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $7.22M | Sell |
121,774
-49,033
| -29% | -$2.91M | 1.37% | 32 |
|
|
2015
Q4 | $9.18M | Buy |
170,807
+826
| +0.5% | +$44.4K | 1.79% | 16 |
|
|
2015
Q3 | $9.41M | Buy |
169,981
+6,860
| +4% | +$380K | 1.88% | 11 |
|
|
2015
Q2 | $8.16M | Buy |
163,121
+4,475
| +3% | +$224K | 1.53% | 23 |
|
|
2015
Q1 | $8.73M | Buy |
158,646
+11,600
| +8% | +$638K | 1.59% | 18 |
|
|
2014
Q4 | $6.79M | Sell |
147,046
-14,935
| -9% | -$690K | 1.32% | 25 |
|
|
2014
Q3 | $6.74M | Buy |
161,981
+1,660
| +1% | +$69.1K | 1.33% | 22 |
|
|
2014
Q2 | $6.68M | Sell |
160,321
-311
| -0.2% | -$13K | 1.31% | 25 |
|
|
2014
Q1 | $5.97M | Sell |
160,632
-1,945
| -1% | -$72.2K | 1.23% | 28 |
|
|
2013
Q4 | $6.43M | Sell |
162,577
-2,400
| -1% | -$94.8K | 1.35% | 26 |
|
|
2013
Q3 | $5.24M | Sell |
164,977
-3,020
| -2% | -$95.9K | 1.17% | 32 |
|
|
2013
Q2 | $4.47M | Buy |
+167,997
| New | +$4.47M | 1.04% | 36 |
|