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Mariner Wealth Advisors (NYC)’s Broadridge BR Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$6K Buy
+100
New +$5.08K ﹤0.01% 461

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s BR Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Broadridge (BR) in Q1 2015: 100 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings.

416 funds tracked by Wall St. Rank hold BR as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 100 shares of Broadridge worth $6K as of Q1 2015.
  • Broadridge was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Broadridge made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #461 holding.
  • 416 funds tracked by Wall St. Rank held Broadridge as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.