FFS
BRC icon

Founders Financial Securities’s Brady Corp BRC Stock Holding History

Founders Financial Securities’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
2015
Q1 		– Sell
-9,921
Closed -$271K – 75
2014
Q4 		$271K Sell
9,921
-112
-1% -$2.72K 0.16% 50
2014
Q3 		$225K Buy
10,033
+899
+10% +$23.6K 0.14% 58
2014
Q2 		$273K Buy
9,134
+821
+10% +$22.1K 0.18% 49
2014
Q1 		$226K Buy
8,313
+783
+10% +$22K 0.15% 58
2013
Q4 		$233K Buy
+7,530
New +$224K 0.2% 58

Other funds holding BRC

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Founders Financial Securities's BRC Position: Q1 2015 in Review

Founders Financial Securities sold out of Brady Corp (BRC) in Q1 2015, closing a stake of 9,921 shares — an estimated $271K sold.

Founders Financial Securities first reported a position in BRC in Q4 2013 and held it in 5 quarters. The position peaked at $273K in Q2 2014. 144 funds tracked by Wall St. Rank hold BRC as of Q1 2015.

  • Founders Financial Securities reported no remaining Brady Corp position as of Q1 2015 after selling out during the quarter.
  • Founders Financial Securities sold 9,921 Brady Corp shares in Q1 2015, an estimated $271K.
  • Founders Financial Securities first reported a position in Brady Corp in Q4 2013 and held it in 5 quarters.
  • Founders Financial Securities's Brady Corp position peaked at $273K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Brady Corp as of Q1 2015.

Based on Founders Financial Securities's 13F filing for Q1 2015, filed 22 Apr 2015.