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Hillsdale Investment Management’s Brown & Brown BRO Stock Holding History

Hillsdale Investment Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-17,400
Closed -$273K – 539
2013
Q4 		$273K Hold
17,400
– – 0.08% 233
2013
Q3 		$279K Hold
17,400
– – 0.08% 225
2013
Q2 		$280K Buy
+17,400
New +$275K 0.09% 202

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Hillsdale Investment Management's BRO Position: Q1 2014 in Review

Hillsdale Investment Management sold out of Brown & Brown (BRO) in Q1 2014, closing a stake of 17,400 shares — an estimated $273K sold.

Hillsdale Investment Management first reported a position in BRO in Q2 2013 and held it in 3 quarters. The position peaked at $280K in Q2 2013. 236 funds tracked by Wall St. Rank hold BRO as of Q1 2014.

  • Hillsdale Investment Management reported no remaining Brown & Brown position as of Q1 2014 after selling out during the quarter.
  • Hillsdale Investment Management sold 17,400 Brown & Brown shares in Q1 2014, an estimated $273K.
  • Hillsdale Investment Management first reported a position in Brown & Brown in Q2 2013 and held it in 3 quarters.
  • Hillsdale Investment Management's Brown & Brown position peaked at $280K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2014.

Based on Hillsdale Investment Management's 13F filing for Q1 2014, filed 14 May 2014.