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Exchange Capital Management’s Broadridge BR Stock Holding History

Exchange Capital 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
2013
Q4 		– Sell
-37
Closed -$1K – 229
2013
Q3 		$1K Buy
+37
New +$1.1K ﹤0.01% 207

Other funds holding BR

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Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Exchange Capital Management's BR Position: Q4 2013 in Review

Exchange Capital Management sold out of Broadridge (BR) in Q4 2013, closing a stake of 37 shares — an estimated $1K sold.

Exchange Capital Management first reported a position in BR in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 350 funds tracked by Wall St. Rank hold BR as of Q4 2013.

  • Exchange Capital Management reported no remaining Broadridge position as of Q4 2013 after selling out during the quarter.
  • Exchange Capital Management sold 37 Broadridge shares in Q4 2013, an estimated $1K.
  • Exchange Capital Management first reported a position in Broadridge in Q3 2013 and held it in 1 quarter.
  • Exchange Capital Management's Broadridge position peaked at $1K in Q3 2013.
  • 350 funds tracked by Wall St. Rank held Broadridge as of Q4 2013.

Based on Exchange Capital Management's 13F filing for Q4 2013, filed 29 Jan 2014.