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Mizuho Trust & Banking’s Broadridge BR Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-181,852
Closed -$12.3M – 107
2016
Q3 		$12.3M Buy
181,852
+4,824
+3% +$329K 0.04% 503
2016
Q2 		$11.5M Buy
+177,028
New +$11M 0.04% 510

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mizuho Trust & Banking's BR Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Broadridge (BR) in Q4 2016, closing a stake of 181,852 shares — an estimated $12.3M sold.

Mizuho Trust & Banking first reported a position in BR in Q2 2016 and held it in 2 quarters. The position peaked at $12.3M in Q3 2016. 509 funds tracked by Wall St. Rank hold BR as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Broadridge position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 181,852 Broadridge shares in Q4 2016, an estimated $12.3M.
  • Mizuho Trust & Banking first reported a position in Broadridge in Q2 2016 and held it in 2 quarters.
  • Mizuho Trust & Banking's Broadridge position peaked at $12.3M in Q3 2016.
  • 509 funds tracked by Wall St. Rank held Broadridge as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.