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Hillsdale Investment Management’s Broadridge BR Stock Holding History

Hillsdale Investment Management’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
2017
Q1 		– Sell
-150
Closed -$10K – 477
2016
Q4 		$10K Hold
150
– – ﹤0.01% 346
2016
Q3 		$10K Hold
150
– – ﹤0.01% 372
2016
Q2 		$10K Sell
150
-7,200
-98% -$446K ﹤0.01% 381
2016
Q1 		$436K Sell
7,350
-250
-3% -$13.6K 0.15% 118
2015
Q4 		$408K Buy
7,600
+6,100
+407% +$342K 0.16% 129
2015
Q3 		$83K Sell
1,500
-6,200
-81% -$333K 0.03% 401
2015
Q2 		$385K Buy
+7,700
New +$410K 0.12% 161

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillsdale Investment Management's BR Position: Q1 2017 in Review

Hillsdale Investment Management sold out of Broadridge (BR) in Q1 2017, closing a stake of 150 shares — an estimated $10K sold.

Hillsdale Investment Management first reported a position in BR in Q2 2015 and held it in 7 quarters. The position peaked at $436K in Q1 2016. 499 funds tracked by Wall St. Rank hold BR as of Q1 2017.

  • Hillsdale Investment Management reported no remaining Broadridge position as of Q1 2017 after selling out during the quarter.
  • Hillsdale Investment Management sold 150 Broadridge shares in Q1 2017, an estimated $10K.
  • Hillsdale Investment Management first reported a position in Broadridge in Q2 2015 and held it in 7 quarters.
  • Hillsdale Investment Management's Broadridge position peaked at $436K in Q1 2016.
  • 499 funds tracked by Wall St. Rank held Broadridge as of Q1 2017.

Based on Hillsdale Investment Management's 13F filing for Q1 2017, filed 9 May 2017.