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Mariner Independent Advisor Network’s Broadridge BR Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-5,922
Closed -$402K – 203
2017
Q1 		$402K Buy
+5,922
New +$402K 0.05% 176

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mariner Independent Advisor Network's BR Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Broadridge (BR) in Q2 2017, closing a stake of 5,922 shares — an estimated $402K sold.

Mariner Independent Advisor Network first reported a position in BR in Q1 2017 and held it in 1 quarter. The position peaked at $402K in Q1 2017. 509 funds tracked by Wall St. Rank hold BR as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Broadridge position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 5,922 Broadridge shares in Q2 2017, an estimated $402K.
  • Mariner Independent Advisor Network first reported a position in Broadridge in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Broadridge position peaked at $402K in Q1 2017.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.