ICRM
BR icon

Insight Capital Research & Management’s Broadridge BR Stock Holding History

Insight Capital Research & 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
2016
Q4 		– Sell
-18,944
Closed -$1.28M – 113
2016
Q3 		$1.28M Buy
+18,944
New +$1.29M 0.57% 71

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Insight Capital Research & Management's BR Position: Q4 2016 in Review

Insight Capital Research & Management sold out of Broadridge (BR) in Q4 2016, closing a stake of 18,944 shares — an estimated $1.28M sold.

Insight Capital Research & Management first reported a position in BR in Q3 2016 and held it in 1 quarter. The position peaked at $1.28M in Q3 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Insight Capital Research & Management reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Insight Capital Research & Management sold 18,944 Broadridge shares in Q4 2016, an estimated $1.28M.
  • Insight Capital Research & Management first reported a position in Broadridge in Q3 2016 and held it in 1 quarter.
  • Insight Capital Research & Management's Broadridge position peaked at $1.28M in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Insight Capital Research & Management's 13F filing for Q4 2016, filed 17 Feb 2017.