Foster & Motley’s Broadridge BR Stock Holding History

Foster & Motley’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 Q2	–	Sell	-2,744	Closed	-$301K	–	239
2018 Q1	$301K	Buy	+2,744	New	+$272K	0.05%	187

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Foster & Motley's BR Position: Q2 2018 in Review

Foster & Motley sold out of Broadridge (BR) in Q2 2018, closing a stake of 2,744 shares — an estimated $301K sold.

Foster & Motley first reported a position in BR in Q1 2018 and held it in 1 quarter. The position peaked at $301K in Q1 2018. 682 funds tracked by Wall St. Rank hold BR as of Q2 2018.

Foster & Motley reported no remaining Broadridge position as of Q2 2018 after selling out during the quarter.
Foster & Motley sold 2,744 Broadridge shares in Q2 2018, an estimated $301K.
Foster & Motley first reported a position in Broadridge in Q1 2018 and held it in 1 quarter.
Foster & Motley's Broadridge position peaked at $301K in Q1 2018.
682 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

Based on Foster & Motley's 13F filing for Q2 2018, filed 24 Jul 2018.