Legacy Financial Advisors’s Broadridge BR Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-388	Closed	-$40K	–	224
2019 Q1	$40K	Hold	388	–	–	0.01%	309
2018 Q4	$37K	Buy	388 +20	+5%	+$2.17K	0.01%	291
2018 Q3	$48K	Sell	368 -98	-21%	-$12.4K	0.02%	251
2018 Q2	$55K	Hold	466	–	–	0.02%	235
2018 Q1	$50K	Hold	466	–	–	0.02%	244
2017 Q4	$42K	Buy	+466	New	+$40.7K	0.02%	265

Other funds holding BR

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's BR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Broadridge (BR) in Q2 2019, closing a stake of 388 shares — an estimated $40K sold.

Legacy Financial Advisors first reported a position in BR in Q4 2017 and held it in 6 quarters. The position peaked at $55K in Q2 2018. 690 funds tracked by Wall St. Rank hold BR as of Q2 2019.

Legacy Financial Advisors reported no remaining Broadridge position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 388 Broadridge shares in Q2 2019, an estimated $40K.
Legacy Financial Advisors first reported a position in Broadridge in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Broadridge position peaked at $55K in Q2 2018.
690 funds tracked by Wall St. Rank held Broadridge as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.