Loeb Partners Corp’s Broadridge BR Stock Holding History

Loeb Partners Corp’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	-50	Closed	-$6K	–	23
2019 Q1	$6K	Sell	50 -25	-33%	-$2.51K	0.12%	92
2018 Q4	$6K	Buy	+75	New	+$8.12K	﹤0.01%	242

Other funds holding BR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAMU

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loeb Partners Corp's BR Position: Q2 2019 in Review

Loeb Partners Corp sold out of Broadridge (BR) in Q2 2019, closing a stake of 50 shares — an estimated $6K sold.

Loeb Partners Corp first reported a position in BR in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 690 funds tracked by Wall St. Rank hold BR as of Q2 2019.

Loeb Partners Corp reported no remaining Broadridge position as of Q2 2019 after selling out during the quarter.
Loeb Partners Corp sold 50 Broadridge shares in Q2 2019, an estimated $6K.
Loeb Partners Corp first reported a position in Broadridge in Q4 2018 and held it in 2 quarters.
Loeb Partners Corp's Broadridge position peaked at $6K in Q1 2019.
690 funds tracked by Wall St. Rank held Broadridge as of Q2 2019.

Based on Loeb Partners Corp's 13F filing for Q2 2019.