Francis L. Coolidge’s Broadridge BR Stock Holding History

Francis L. Coolidge’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
2013 Q2	$78K	Buy	+2,950	New	+$75.9K	0.09%	133

Other funds holding BR

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Francis L. Coolidge's BR Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in Broadridge (BR) in Q2 2013: 2,950 shares worth $78K. The stake represents 0.09% of the portfolio and ranks #133 among its holdings.

282 funds tracked by Wall St. Rank hold BR as of Q2 2013.

Francis L. Coolidge held 2,950 shares of Broadridge worth $78K as of Q2 2013.
Broadridge was a new Francis L. Coolidge position in Q2 2013.
Broadridge made up 0.09% of Francis L. Coolidge's portfolio in Q2 2013, its #133 holding.
282 funds tracked by Wall St. Rank held Broadridge as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.