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Ground Swell Capital’s Broadridge BR Stock Holding History

Ground Swell Capital’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
2014
Q3 		$10K Buy
+239
New +$9.93K 0.02% 930

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ground Swell Capital's BR Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Broadridge (BR) in Q3 2014: 239 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #930 among its holdings.

369 funds tracked by Wall St. Rank hold BR as of Q3 2014.

  • Ground Swell Capital held 239 shares of Broadridge worth $10K as of Q3 2014.
  • Broadridge was a new Ground Swell Capital position in Q3 2014.
  • Broadridge made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #930 holding.
  • 369 funds tracked by Wall St. Rank held Broadridge as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.