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Index Management Solutions’s Broadridge BR Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-14,039
Closed -$584K – 824
2014
Q3 		$584K Buy
14,039
+3,393
+32% +$141K 0.07% 261
2014
Q2 		$443K Buy
10,646
+7,425
+231% +$291K 0.05% 294
2014
Q1 		$120K Buy
+3,221
New +$121K 0.02% 385

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Index Management Solutions's BR Position: Q4 2014 in Review

Index Management Solutions sold out of Broadridge (BR) in Q4 2014, closing a stake of 14,039 shares — an estimated $584K sold.

Index Management Solutions first reported a position in BR in Q1 2014 and held it in 3 quarters. The position peaked at $584K in Q3 2014. 388 funds tracked by Wall St. Rank hold BR as of Q4 2014.

  • Index Management Solutions reported no remaining Broadridge position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 14,039 Broadridge shares in Q4 2014, an estimated $584K.
  • Index Management Solutions first reported a position in Broadridge in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Broadridge position peaked at $584K in Q3 2014.
  • 388 funds tracked by Wall St. Rank held Broadridge as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.