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Kays Financial Advisory’s Broadridge BR Stock Holding History

Kays Financial Advisory’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
2015
Q4 		– Sell
-9,475
Closed -$524K – 62
2015
Q3 		$524K Buy
9,475
+917
+11% +$49.3K 0.3% 39
2015
Q2 		$428K Buy
8,558
+315
+4% +$16.8K 0.25% 38
2015
Q1 		$453K Buy
8,243
+2,156
+35% +$110K 0.27% 35
2014
Q4 		$281K Buy
+6,087
New +$266K 0.19% 43

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Kays Financial Advisory's BR Position: Q4 2015 in Review

Kays Financial Advisory sold out of Broadridge (BR) in Q4 2015, closing a stake of 9,475 shares — an estimated $524K sold.

Kays Financial Advisory first reported a position in BR in Q4 2014 and held it in 4 quarters. The position peaked at $524K in Q3 2015. 459 funds tracked by Wall St. Rank hold BR as of Q4 2015.

  • Kays Financial Advisory reported no remaining Broadridge position as of Q4 2015 after selling out during the quarter.
  • Kays Financial Advisory sold 9,475 Broadridge shares in Q4 2015, an estimated $524K.
  • Kays Financial Advisory first reported a position in Broadridge in Q4 2014 and held it in 4 quarters.
  • Kays Financial Advisory's Broadridge position peaked at $524K in Q3 2015.
  • 459 funds tracked by Wall St. Rank held Broadridge as of Q4 2015.

Based on Kays Financial Advisory's 13F filing for Q4 2015, filed 1 Nov 2018.