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Jaffetilchin Investment Partners’s Brown & Brown BRO Stock Holding History

Jaffetilchin Investment Partners’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
2019
Q1 		– Sell
-10,978
Closed -$303K – 288
2018
Q4 		$303K Sell
10,978
-15,293
-58% -$432K 0.08% 181
2018
Q3 		$777K Sell
26,271
-196
-0.7% -$5.83K 0.16% 105
2018
Q2 		$734K Buy
+26,467
New +$721K 0.16% 117

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jaffetilchin Investment Partners's BRO Position: Q1 2019 in Review

Jaffetilchin Investment Partners sold out of Brown & Brown (BRO) in Q1 2019, closing a stake of 10,978 shares — an estimated $303K sold.

Jaffetilchin Investment Partners first reported a position in BRO in Q2 2018 and held it in 3 quarters. The position peaked at $777K in Q3 2018. 321 funds tracked by Wall St. Rank hold BRO as of Q1 2019.

  • Jaffetilchin Investment Partners reported no remaining Brown & Brown position as of Q1 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,978 Brown & Brown shares in Q1 2019, an estimated $303K.
  • Jaffetilchin Investment Partners first reported a position in Brown & Brown in Q2 2018 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Brown & Brown position peaked at $777K in Q3 2018.
  • 321 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2019, filed 13 May 2019.