IBEX Wealth Advisors’s Broadridge BR Stock Holding History

IBEX Wealth 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 Q1	–	Sell	-600	Closed	-$40K	–	109
2016 Q4	$40K	Buy	+600	New	+$39K	0.02%	182

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IBEX Wealth Advisors's BR Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Broadridge (BR) in Q1 2017, closing a stake of 600 shares — an estimated $40K sold.

IBEX Wealth Advisors first reported a position in BR in Q4 2016 and held it in 1 quarter. The position peaked at $40K in Q4 2016. 498 funds tracked by Wall St. Rank hold BR as of Q1 2017.

IBEX Wealth Advisors reported no remaining Broadridge position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 600 Broadridge shares in Q1 2017, an estimated $40K.
IBEX Wealth Advisors first reported a position in Broadridge in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Broadridge position peaked at $40K in Q4 2016.
498 funds tracked by Wall St. Rank held Broadridge as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.