MSA
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Marino Stram & Associates’s Broadridge BR Stock Holding History

Marino Stram & Associates’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
-348
Closed -$36K – 141
2019
Q1 		$36K Buy
348
+2
+0.6% +$201 0.03% 189
2018
Q4 		$33K Buy
346
+1
+0.3% +$108 0.03% 175
2018
Q3 		$46K Buy
345
+1
+0.3% +$127 0.04% 173
2018
Q2 		$40K Buy
344
+1
+0.3% +$113 0.04% 185
2018
Q1 		$38K Buy
343
+2
+0.6% +$199 0.04% 191
2017
Q4 		$31K Buy
+341
New +$29.8K 0.03% 206

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AAMU
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State Street
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return