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Farr Miller & Washington’s Broadridge BR Stock Holding History

Farr Miller & Washington’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
-2,000
Closed -$264K – 134
2018
Q3 		$264K Hold
2,000
– – 0.02% 128
2018
Q2 		$230K Hold
2,000
– – 0.02% 133
2018
Q1 		$219K Buy
+2,000
New +$199K 0.02% 146

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Farr Miller & Washington's BR Position: Q4 2018 in Review

Farr Miller & Washington sold out of Broadridge (BR) in Q4 2018, closing a stake of 2,000 shares — an estimated $264K sold.

Farr Miller & Washington first reported a position in BR in Q1 2018 and held it in 3 quarters. The position peaked at $264K in Q3 2018. 710 funds tracked by Wall St. Rank hold BR as of Q4 2018.

  • Farr Miller & Washington reported no remaining Broadridge position as of Q4 2018 after selling out during the quarter.
  • Farr Miller & Washington sold 2,000 Broadridge shares in Q4 2018, an estimated $264K.
  • Farr Miller & Washington first reported a position in Broadridge in Q1 2018 and held it in 3 quarters.
  • Farr Miller & Washington's Broadridge position peaked at $264K in Q3 2018.
  • 710 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

Based on Farr Miller & Washington's 13F filing for Q4 2018, filed 14 Feb 2019.