LifePlan Financial Group’s Broadridge BR Stock Holding History

LifePlan Financial Group’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 Q2	–	Sell	-29	Closed	-$3K	–	522
2018 Q1	$3K	Buy	+29	New	+$2.88K	﹤0.01%	444

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LifePlan Financial Group's BR Position: Q2 2018 in Review

LifePlan Financial Group sold out of Broadridge (BR) in Q2 2018, closing a stake of 29 shares — an estimated $3K sold.

LifePlan Financial Group first reported a position in BR in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 682 funds tracked by Wall St. Rank hold BR as of Q2 2018.

LifePlan Financial Group reported no remaining Broadridge position as of Q2 2018 after selling out during the quarter.
LifePlan Financial Group sold 29 Broadridge shares in Q2 2018, an estimated $3K.
LifePlan Financial Group first reported a position in Broadridge in Q1 2018 and held it in 1 quarter.
LifePlan Financial Group's Broadridge position peaked at $3K in Q1 2018.
682 funds tracked by Wall St. Rank held Broadridge as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.