First Personal Financial Services’s Broadridge BR Stock Holding History

First Personal Financial Services’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
2020 Q1	–	Sell	-4	Closed	–	–	325
2019 Q4	$0	Sell	4 -97	-96%	-$11.9K	﹤0.01%	538
2019 Q3	$13K	Hold	101	–	–	﹤0.01%	356
2019 Q2	$13K	Buy	101 +4	+4%	+$482	﹤0.01%	461
2019 Q1	$10K	Sell	97 -19	-16%	-$1.91K	﹤0.01%	492
2018 Q4	$11K	Sell	116 -13	-10%	-$1.41K	﹤0.01%	451
2018 Q3	$17K	Sell	129 -7	-5%	-$888	0.01%	427
2018 Q2	$16K	Sell	136 -90	-40%	-$10.2K	0.01%	426
2018 Q1	$25K	Sell	226 -114	-34%	-$11.3K	0.01%	583
2017 Q4	$31K	Buy	340 +155	+84%	+$13.5K	0.01%	557
2017 Q3	$15K	Hold	185	–	–	﹤0.01%	631
2017 Q2	$14K	Hold	185	–	–	﹤0.01%	644
2017 Q1	$13K	Hold	185	–	–	﹤0.01%	653
2016 Q4	$12K	Hold	185	–	–	﹤0.01%	664
2016 Q3	$13K	Sell	185 -127	-41%	-$8.67K	﹤0.01%	511
2016 Q2	$20K	Buy	+312	New	+$19.3K	0.01%	422

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Personal Financial Services's BR Position: Q1 2020 in Review

First Personal Financial Services sold out of Broadridge (BR) in Q1 2020, closing a stake of 4 shares.

First Personal Financial Services first reported a position in BR in Q2 2016 and held it in 15 quarters. The position peaked at $31K in Q4 2017. 697 funds tracked by Wall St. Rank hold BR as of Q1 2020.

First Personal Financial Services reported no remaining Broadridge position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 4 Broadridge shares in Q1 2020.
First Personal Financial Services first reported a position in Broadridge in Q2 2016 and held it in 15 quarters.
First Personal Financial Services's Broadridge position peaked at $31K in Q4 2017.
697 funds tracked by Wall St. Rank held Broadridge as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.