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FormulaFolio Investments’s Brady Corp BRC Stock Holding History

FormulaFolio Investments’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,836
Closed -$411K – 275
2017
Q4 		$411K Sell
10,836
-265
-2% -$10.2K 0.03% 185
2017
Q3 		$421K Buy
11,101
+267
+2% +$9.1K 0.03% 152
2017
Q2 		$367K Buy
10,834
+1,700
+19% +$63.2K 0.03% 156
2017
Q1 		$353K Buy
9,134
+33
+0.4% +$1.24K 0.04% 141
2016
Q4 		$342K Buy
+9,101
New +$327K 0.05% 129

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM