Liberty Capital Management’s Broadridge BR Stock Holding History

Liberty Capital Management’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
2018 Q1	–	Sell	-300	Closed	-$28K	–	119
2017 Q4	$28K	Hold	300	–	–	0.01%	206
2017 Q3	$25K	Hold	300	–	–	0.01%	215
2017 Q2	$22K	Hold	300	–	–	0.01%	209
2017 Q1	$20K	Hold	300	–	–	0.01%	199
2016 Q4	$20K	Hold	300	–	–	0.01%	192
2016 Q3	$20K	Buy	+300	New	+$20.5K	0.01%	189

Other funds holding BR

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Liberty Capital Management's BR Position: Q1 2018 in Review

Liberty Capital Management sold out of Broadridge (BR) in Q1 2018, closing a stake of 300 shares — an estimated $28K sold.

Liberty Capital Management first reported a position in BR in Q3 2016 and held it in 6 quarters. The position peaked at $28K in Q4 2017. 629 funds tracked by Wall St. Rank hold BR as of Q1 2018.

Liberty Capital Management reported no remaining Broadridge position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 300 Broadridge shares in Q1 2018, an estimated $28K.
Liberty Capital Management first reported a position in Broadridge in Q3 2016 and held it in 6 quarters.
Liberty Capital Management's Broadridge position peaked at $28K in Q4 2017.
629 funds tracked by Wall St. Rank held Broadridge as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.