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High Point Bank & Trust’s Broadridge BR Stock Holding History

High Point Bank & Trust’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
2016
Q4 		$13K Hold
197
– – ﹤0.01% 327
2016
Q3 		$13K Hold
197
– – ﹤0.01% 330
2016
Q2 		$13K Hold
197
– – ﹤0.01% 314
2016
Q1 		$12K Buy
+197
New +$10.7K ﹤0.01% 325

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

High Point Bank & Trust's BR Position: Q4 2016 in Review

High Point Bank & Trust held its Broadridge (BR) position steady in Q4 2016 at 197 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

High Point Bank & Trust first reported a position in BR in Q1 2016 and has held it in 4 quarters since. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • High Point Bank & Trust held 197 shares of Broadridge worth $13K as of Q4 2016.
  • High Point Bank & Trust left its Broadridge share count unchanged in Q4 2016.
  • Broadridge made up ﹤0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #327 holding.
  • High Point Bank & Trust first reported a position in Broadridge in Q1 2016 and has held it in 4 quarters since.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.