Horan Capital Advisors’s Broadridge BR Stock Holding History

Horan Capital Advisors’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 Q4	–	Sell	-300	Closed	-$24K	–	97
2017 Q3	$24K	Buy	+300	New	+$23.1K	0.01%	200

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SAM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Horan Capital Advisors's BR Position: Q4 2017 in Review

Horan Capital Advisors sold out of Broadridge (BR) in Q4 2017, closing a stake of 300 shares — an estimated $24K sold.

Horan Capital Advisors first reported a position in BR in Q3 2017 and held it in 1 quarter. The position peaked at $24K in Q3 2017. 602 funds tracked by Wall St. Rank hold BR as of Q4 2017.

Horan Capital Advisors reported no remaining Broadridge position as of Q4 2017 after selling out during the quarter.
Horan Capital Advisors sold 300 Broadridge shares in Q4 2017, an estimated $24K.
Horan Capital Advisors first reported a position in Broadridge in Q3 2017 and held it in 1 quarter.
Horan Capital Advisors's Broadridge position peaked at $24K in Q3 2017.
602 funds tracked by Wall St. Rank held Broadridge as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.