JOYN Advisors’s Brown & Brown BRO Stock Holding History

JOYN Advisors’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	-361	Closed	-$10K	–	288
2018 Q4	$10K	Buy	361 +14	+4%	+$396	﹤0.01%	957
2018 Q3	$10K	Buy	347 +81	+30%	+$2.41K	﹤0.01%	939
2018 Q2	$7K	Buy	+266	New	+$7.24K	﹤0.01%	1018

Other funds holding BRO

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JOYN Advisors's BRO Position: Q1 2019 in Review

JOYN Advisors sold out of Brown & Brown (BRO) in Q1 2019, closing a stake of 361 shares — an estimated $10K sold.

JOYN Advisors first reported a position in BRO in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q4 2018. 320 funds tracked by Wall St. Rank hold BRO as of Q1 2019.

JOYN Advisors reported no remaining Brown & Brown position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 361 Brown & Brown shares in Q1 2019, an estimated $10K.
JOYN Advisors first reported a position in Brown & Brown in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Brown & Brown position peaked at $10K in Q4 2018.
320 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.