Kore Private Wealth’s Brown & Brown BRO Stock Holding History

Kore Private Wealth’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 Q2	–	Sell	-60	Closed	-$2K	–	304
2019 Q1	$2K	Buy	+60	New	+$1.71K	﹤0.01%	844

Other funds holding BRO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Kore Private Wealth's BRO Position: Q2 2019 in Review

Kore Private Wealth sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 60 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in BRO in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

Kore Private Wealth reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 60 Brown & Brown shares in Q2 2019, an estimated $2K.
Kore Private Wealth first reported a position in Brown & Brown in Q1 2019 and held it in 1 quarter.
Kore Private Wealth's Brown & Brown position peaked at $2K in Q1 2019.
332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.